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Building 2COLLECTIVE WEALTH PARTNERS, LLC

Map pinATLANTA, GA
Phone(404) 633-9952
NotebookSEC #801-123714
Total AUM
$59.9M
Employees
6
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 PEACHTREE STREET NE
SUITE 250
ATLANTA
GA 30309
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
(404) 633-9952
Other Offices
3

ReceiptFinancials

Total AUM
$59.9M
Accounts
438
Discretionary
$56.4M
Accounts
434
Non-Discretionary
$3.5M
Accounts
4

ContactClients

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Individual Clients
178
AUM
$26.8M
HNW Individual Clients
16
AUM
$30M
Charitable Organization Clients
5
AUM
$100K
Corporation or Business Clients
10
AUM
$3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGAILMDMINCNJNYPATXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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