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Building 2COLLECTIVE WEALTH ADVISORS LLC

Map pinCOPPELL, TX
Phone214-427-1427
NotebookSEC #801-133786
Total AUM
$157M
Employees
7
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
713 MAIN STREET
COPPELL
TX 75019
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
214-427-1427
Other Offices
2

ReceiptFinancials

Total AUM
$157M
Accounts
549
Discretionary
$155M
Accounts
544
Non-Discretionary
$2M
Accounts
5

ContactClients

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Individual Clients
183
AUM
$62.7M
HNW Individual Clients
39
AUM
$93.2M
Charitable Organization Clients
1
AUM
$36.7K
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLLATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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