COLLECTIVE WEALTH PARTNERS, LLC
Adviser information for COLLECTIVE WEALTH PARTNERS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 355 | $33.0M |
| Non-Discretionary | 1 | $23,316 |
| Total | 356 | $33.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 175 | $20.4M |
| HNW Individuals | 7 | $12.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $33,180 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $212,418 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)ADVISORY CONSULTATIONS |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123714 |
|---|---|
| SEC ERA File Number | 801-123714 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317519 |
| Legal Entity Identifier | None |
Principal Office
1100 PEACHTREE STREET NESUITE 250
ATLANTA
GA
United States
Monday - Friday, 9 A.M. - 5 P.M.
Tel: (404) 633-9952, Fax: None
Chief Compliance Officer
SHARDEA M. AGES
MEMBER
1100 PEACHTREE STREET NE
SUITE 250
ATLANTA
GA
United States
Tel:
(404) 692-0256
S******@***************************M
(Full email address available in API data)
Regulatory Contact
EMMA I. FOULKES
MEMBER
1100 PEACHTREE STREET NE
ATLANTA
GA
United States
Tel:
(404) 633-9952
E***@***************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Ages, Shardea, Maria | Individual | – | MEMBER, CHIEF COMPLIANCE OFFICER | 10/2021 | 25-50% |
| FOULKES, EMMA, INOLA | Individual | – | MEMBER | 10/2021 | 25-50% |
| ELLIOTT, KAMILA, ANN | Individual | – | MEMBER | 02/2022 | 25-50% |
| McKinney, Brian | Individual | – | MEMBER | 03/2022 | 25-50% |