| Name | Title | Ownership | Since |
|---|---|---|---|
| Dewayne Ray Nelson Control | Managing Member | 50-75% | 2017 |
| Dewayne Ray Nelson Control | Chief Compliance Officer | 50-75% | 2022 |
| Dewayne Ray Nelson | Managing Member | 50-75% | 2019 |
Collective Wealth Advisors LLC reports $139.8 million in regulatory assets under management on its Form ADV.
Collective Wealth Advisors LLC reports 6 employees.
Collective Wealth Advisors LLC is based in Coppell, TX and has been SEC-registered since 2025.
Collective Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 713 Main Street, Coppell, TX 75019 |
| Phone | 214-427-1427 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $137.9M |
| Non-discretionary | $1.9M |
| Total (RAUM) | $139.8M |