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Collective Wealth Advisors LLC
Collective Wealth Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 289157, SEC file 801-133786), with...
Overview
Collective Wealth Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 289157, SEC file 801-133786), with its main office in Coppell, Texas. Its Form ADV filed on 8 July 2026 reports $157.0M in regulatory assets under management across 549 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$157.0M regulatory AUM (Form ADV, July 2026)
Location
Region
North America
Country
United States
City
Coppell
Corporate office
Coppell, TX, United States
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