COLLECTIVE WEALTH PARTNERS, LLC
SEC RegisteredPersonalized Wealth Management Built For You
About the firm
Collective Wealth Partners provides comprehensive financial planning and investment management for individuals and families navigating retirement, life transitions, and long-term wealth decisions. Founded in 2022 by four seasoned CERTIFIED FINANCIAL PLANNER® professionals from global investment firms, the firm delivers holistic, judgment-free planning in a boutique, relationship-driven setting. They offer personalized, fiduciary-focused wealth management in Atlanta and remotely.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and investment management including goal setting, cash flow analysis, investment planning and management, insurance planning, tax planning and analysis, estate and legacy planning, and additional planning considerations such as real estate investing, equity compensation, business strategy, major purchases, and socially responsible investing.
Who they serve
Individuals and families navigating retirement, life transitions, and long-term wealth decisions, particularly those approaching retirement who want clarity and confidence before making big decisions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 178 | $27M |
| High Net Worth Individuals | 16 | $30M |
| State/Municipal Entities | 5 | — |
42 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 to $500,000 | 1.20% |
| $500,001 to $1,000,000 | 1.00% |
| $1,000,001 to $2,500,000 | 0.90% |
| $2,500,001 to $5,000,000 | 0.80% |
| $5,000,001 or more | 0.00% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COLLECTIVE WEALTH PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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