| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian McKinney Control | Member | 25-50% | 2022 |
| Emma Inola Foulkes Control | Member | 25-50% | 2021 |
| Kamila Ann Elliott Control | Member | 25-50% | 2022 |
Collective Wealth Partners, LLC reports $42.5 million in regulatory assets under management on its Form ADV.
Collective Wealth Partners, LLC reports 5 employees.
Collective Wealth Partners, LLC is based in Atlanta, GA and has been SEC-registered since 2022.
Collective Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1100 Peachtree Street NE, Suite 250, Atlanta, GA 30309 |
| Phone | (404) 633-9952 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $42.4M |
| Non-discretionary | $116K |
| Total (RAUM) | $42.5M |