Collective Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $60M in regulatory assets under management, 6 employees, 3 offices, and 438 accounts.
Assets Under Management
$60M
Employees
6
Offices
3 offices
Total Clients
209
Primary office
ATLANTA, GA
1100 PEACHTREE STREET NE, SUITE 250, ATLANTA, GA, United States
Top client segmentIndividuals represent 85.2% of total clients.
Top client categories% of clientsClients
1
Individuals
85.2%
178
2
HNWI
7.7%
16
3
Corporations
4.8%
10
4
Charitable
2.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$60Mas of March 31, 2026
Discretionary94.2%
$56M
94% of total RAUM94.2%
Non-discretionary5.8%
$4M
6% of total RAUM5.8%
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$60M
Total Accounts438
10Y AUM Change+$37M (+162.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee35:1
10Y Employee Change+2 (+50.0%)
* 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.