# Collective Wealth Advisors LLC

Collective Wealth Advisors LLC is a Registered Investment Adviser based in Coppell, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Coppell, United States
- **Region:** North America
- **Address:** Coppell, TX, United States
- **Assets under management:** $157.0M regulatory AUM (Form ADV, July 2026)
- **Website:** collectivewealthadvisors.com

## Regulatory record

- **CRD number:** 289157
- **SEC file number:** 801-133786
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-07-08
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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