COLLECTIVE WEALTH, LLC

COLLECTIVE WEALTH, LLC is an SEC-registered investment adviser (CRD 321142). Regulatory assets under management: $11.6M.

Registration

• CRD: 321142
• Type: Registered investment adviser
• Phone: 918-814-0114
• Latest filing: 2026-04-29
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321142 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search