RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 8, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NELSON, DEWAYNE, RAYIMANAGING MEMBERD Control
NELSON, DEWAYNE, RAYIMANAGING MEMBERD
NELSON, DEWAYNE, RAYICHIEF COMPLIANCE OFFICERD Control
NELSON, DEWAYNE, RAYIMANAGING MEMBERD Control
NELSON, DEWAYNE, RAYIMANAGING MEMBERD
NELSON, DEWAYNE, RAYICHIEF COMPLIANCE OFFICERD Control
NELSON, DEWAYNE, RAYIMANAGING MEMBERD Control
NELSON, DEWAYNE, RAYIMANAGING MEMBERD
NELSON, DEWAYNE, RAYICHIEF COMPLIANCE OFFICERD Control
NELSON, DEWAYNE, RAYIMANAGING MEMBERD Control
NELSON, DEWAYNE, RAYIMANAGING MEMBERD
NELSON, DEWAYNE, RAYICHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Jul 8, 2025 REGISTERED

Notice Filings (4)

AZ FL LA TX

Address

713 MAIN STREET
COPPELL, TX 75019
United States
Phone: 214-427-1427