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COLLECTIVE WEALTH PARTNERS, LLC

ATLANTA, GA · CRD 317519 · IAPD ↗ · (404) 633-9952

$59.9MRegulatory AUM
6Advisory reps
6Employees
42Clients
101-250Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — COLLECTIVE WEALTH PARTNERS, LLC reported RAUM up 41% ($42.5M -> $59.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2025 — COLLECTIVE WEALTH PARTNERS, LLC reported RAUM up 29% ($33.0M -> $42.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — COLLECTIVE WEALTH PARTNERS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — COLLECTIVE WEALTH PARTNERS, LLC reported RAUM up 33% ($24.8M -> $33.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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