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COLLECTIVE WEALTH ADVISORS LLC

COPPELL, TX · CRD 289157 · IAPD ↗ · 214-427-1427

$157.0MRegulatory AUM
5Advisory reps
7Employees
2Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — COLLECTIVE WEALTH ADVISORS LLC (COPPELL, TX) is newly SEC-registered with $139.8M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.