COLLECTIVE WEALTH PLANNING

COLLECTIVE WEALTH PLANNING of SALEM, OR is an SEC-registered investment adviser (CRD 323657). Regulatory assets under management: $36.0M.

Registration

• CRD: 323657
• Type: Registered investment adviser
• Location: 393 STATE ST #230, SALEM, OR, 97301
• Phone: 503-476-1142
• Latest filing: 2026-03-12
• Regulatory AUM: $36.0M
• Discretionary AUM: $36.0M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323657 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search