COLLECTIVE WEALTH ADVISORS LLC

COLLECTIVE WEALTH ADVISORS LLC of COPPELL, TX is an SEC-registered investment adviser (CRD 289157). Regulatory assets under management: $157.0M.

Registration

• CRD: 289157
• SEC file number: 801-133786
• Type: Registered investment adviser
• Location: 713 MAIN STREET, COPPELL, TX, 75019
• Phone: 214-427-1427
• Latest filing: 2026-07-08
• Regulatory AUM: $157.0M
• Discretionary AUM: $155.0M
• Non-discretionary AUM: $2.0M
• Clients: 7
• Accounts: 549

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289157 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search