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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 19, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Ages, Shardea | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| Ages, Shardea, Maria | I | MEMBER, CHIEF COMPLIANCE OFFICER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| ELLIOTT, KAMILA, ANN | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| FOULKES, EMMA, INOLA | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
| McKinney, Brian | I | MEMBER | C | Control |
Registrations
Federal
IA
May 19, 2025 REGISTERED
Notice Filings (18)
AL CA CO DC FL GA IL LA MD MI NC NJ NY PA SC TX VA WA
Address
1100 PEACHTREE STREET NESUITE 250
ATLANTA, GA 30309
United States
Phone: (404) 633-9952