COLLECTIVE WEALTH ADVISORS LLC
CRD #289157 SEC #801-133786 COPPELL, TX 214-427-1427
SEC Registered
Total AUM
$139.8M
Discretionary
$137.9M
Employees
6
Clients
10
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $139.8M | $137.9M | $1.9M | 6 | 0 |
| Jun 2025 | $139.8M | $137.9M | $1.9M | 6 | 0 |
| Jun 2025 | $139.8M | $137.9M | $1.9M | 6 | 0 |
| May 2025 | $139.8M | $137.9M | $1.9M | 6 | 0 |
DateJul 2025
Total AUM$139.8M
Discretionary$137.9M
Non-Disc.$1.9M
Employees6
Clients0
DateJun 2025
Total AUM$139.8M
Discretionary$137.9M
Non-Disc.$1.9M
Employees6
Clients0
DateJun 2025
Total AUM$139.8M
Discretionary$137.9M
Non-Disc.$1.9M
Employees6
Clients0
DateMay 2025
Total AUM$139.8M
Discretionary$137.9M
Non-Disc.$1.9M
Employees6
Clients0