COLLECTIVE WEALTH PARTNERS, LLC
CRD #317519 SEC #801-123714 ATLANTA, GA (404) 633-9952
SEC Registered
Total AUM
$42.5M
Discretionary
$42.4M
Employees
5
Clients
101
Accounts
409
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $42.5M | $42.4M | $116.4K | 5 | 73 |
| Mar 2025 | $42.5M | $42.4M | $116.4K | 5 | 73 |
| Jul 2024 | $33M | $33M | $23.3K | 5 | 0 |
| Mar 2024 | $33M | $33M | $23.3K | 5 | 0 |
| Mar 2023 | $24.8M | $22.6M | $2.3M | 4 | 43 |
| Oct 2022 | $22.9M | $20.9M | $2M | 4 | 0 |
| Apr 2022 | $22.9M | $20.9M | $2M | 4 | 0 |
| Mar 2022 | $22.9M | $20.9M | $2M | 4 | 0 |
DateMay 2025
Total AUM$42.5M
Discretionary$42.4M
Non-Disc.$116.4K
Employees5
Clients73
DateMar 2025
Total AUM$42.5M
Discretionary$42.4M
Non-Disc.$116.4K
Employees5
Clients73
DateJul 2024
Total AUM$33M
Discretionary$33M
Non-Disc.$23.3K
Employees5
Clients0
DateMar 2024
Total AUM$33M
Discretionary$33M
Non-Disc.$23.3K
Employees5
Clients0
DateMar 2023
Total AUM$24.8M
Discretionary$22.6M
Non-Disc.$2.3M
Employees4
Clients43
DateOct 2022
Total AUM$22.9M
Discretionary$20.9M
Non-Disc.$2M
Employees4
Clients0
DateApr 2022
Total AUM$22.9M
Discretionary$20.9M
Non-Disc.$2M
Employees4
Clients0
DateMar 2022
Total AUM$22.9M
Discretionary$20.9M
Non-Disc.$2M
Employees4
Clients0