Collective Wealth Advisors LLC
● SEC registered since 2025CRD 289157SEC# 801-133786Coppell, TX
Reg. AUM
$157M
Employees
7
Accounts
549
Location
Coppell, TX
Collective Wealth Advisors LLC assets under management
Collective Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Coppell, TX. The firm has been registered since 2025. It reports $157 million in regulatory assets under management and employs 7 people.
Collective Wealth Advisors LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dewayne Ray Nelson Control | Chief Compliance Officer | 50-75% | 2022 |
| Dewayne Ray Nelson Control | Managing Member | Over 75% | 2019 |
Frequently asked questions
How much does Collective Wealth Advisors LLC manage?
Collective Wealth Advisors LLC reports $157 million in regulatory assets under management on its Form ADV.
How many employees does Collective Wealth Advisors LLC have?
Collective Wealth Advisors LLC reports 7 employees.
Where is Collective Wealth Advisors LLC located?
Collective Wealth Advisors LLC is based in Coppell, TX and has been SEC-registered since 2025.
Does Collective Wealth Advisors LLC disclose fund performance?
Collective Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$157M▲ 12%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$157Mregulatory AUM
Discretionary $155MNon-discretionary $2M