Collective Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coppell, TX. Its latest Form ADV filing, dated March 26, 2026, reports $157M in regulatory assets under management, 7 employees, 2 offices, and 549 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.7% of total clients.
Top client categories% of clientsClients
1
Individuals
81.7%
183
2
HNWI
17.4%
39
3
Charitable
0.4%
1
4
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of March 26, 2026
Discretionary98.7%
$155M
99% of total RAUM98.7%
Non-discretionary1.3%
$2M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$157M
Total Accounts549
10Y AUM Change+$17M (+12.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee32:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.