# Collective Wealth Partners

Collective Wealth Partners is a Bank / Wealth / Trust based in Atlanta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** collectivewealthpartners.com
- **LinkedIn:** https://www.linkedin.com/company/collective-wealth-partners

## Regulatory record

- **CRD number:** 317519
- **SEC file number:** 801-123714
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317519

## About

Collective Wealth Partners was established in 2021 and is headquartered in Atlanta, Georgia. The firm presents itself as a wealth management practice serving individuals, high-net-worth families, and businesses. Its founding principals have not been publicly identified, and the firm does not disclose its assets under management or the origin of its initial capital base. The firm offers financial planning, portfolio management, and retirement planning services, a standard suite for a retail-oriented registered investment advisor. Without public filings, third-party databases, or named client relationships, the extent of its discretionary asset management versus planning-centric advice is unclear. The geographic footprint appears concentrated in the Atlanta metropolitan area, with no additional offices or regional expansion documented. Team size and professional credentials are not disclosed. The firm maintains no known adjacent vehicles, philanthropic foundations, club memberships, or institutional co-investment partnerships. No recent operational events — hires, regulatory filings, fund launches, or strategic announcements — have been reported in the last 24 months. In an industry where RIAs typically broadcast AUM milestones and hire pedigreed advisors to build credibility, Collective Wealth Partners has chosen near-total opacity. This makes diligence dependent on direct engagement rather than market intelligence.

## Questions

### What is Collective Wealth Partners' assets under management?

The firm does not publish an AUM figure. No Form ADV or equivalent public filing was identified, and the firm has not been cited by trade publications with a verified number. Without disclosure, the scale of the practice remains unknown.

### How does Collective Wealth Partners source clients?

No public marketing materials, referral partnerships, or client-acquisition channels are documented. With a low public profile and no named client relationships, its growth strategy is not observable from outside the firm.

## Related profiles

- [Collaborative Wealth](https://altss.com/profile/collaborative-wealth-cw)
- [Collector-Invest](https://altss.com/profile/collector-invest)

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Last updated: 2026-08-11T02:43:31.692Z

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