# Collective Wealth, LLC

> Collective Wealth, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 321142
- Filed as: COLLECTIVE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321142
- AdvisorCensus page: https://advisorcensus.com/firm/collective-wealth-llc-321142

## Quick answers

**How is Collective Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Collective Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Collective Wealth, LLC registered with the SEC or a state?**
Collective Wealth, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321142.

**How much does Collective Wealth, LLC manage?**
Collective Wealth, LLC reports $11,565,948 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**What types of clients does Collective Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24).

**Does Collective Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321142

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,565,948
- Discretionary: $11,565,948
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $4,016,520 |
| High net worth individuals | Fewer than 5 | $5,134,120 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,415,308 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mycollectivewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collective Wealth, LLC (CRD 321142): Form ADV filing data as of October 2026.