# Collins Wealth Management

> Collins Wealth Management is a state-registered investment advisory firm in Sugar Land, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 314610
- Filed as: COLLINS WEALTH MANAGEMENT
- Legal name: Collins Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sugar Land, TX
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314610
- AdvisorCensus page: https://advisorcensus.com/firm/collins-wealth-management-sugar-land-tx-314610

## Quick answers

**How is Collins Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Collins Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Collins Wealth Management located?**
Collins Wealth Management's principal office is in Sugar Land, TX, according to its Form ADV.

**Is Collins Wealth Management registered with the SEC or a state?**
Collins Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314610.

**How much does Collins Wealth Management manage?**
Collins Wealth Management reports $3,616,419 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (95% discretionary).

**What types of clients does Collins Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60).

**Does Collins Wealth Management 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/314610

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,616,419
- Discretionary: $3,441,321
- Non-discretionary: $175,098

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $3,616,419 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- buildwithcwm.com
- Facebook @BuildwithCWM
- LinkedIn @collins-wealth-management-llc
- YouTube @UCDAykZi0djU6EPmPkfYKWFA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collins Wealth Management (CRD 314610): Form ADV filing data as of October 2026.