Collective Wealth Partners, LLC
● SEC registered since 2022CRD 317519SEC# 801-123714Atlanta, GA
Reg. AUM
$59.9M
Employees
6
Accounts
438
Location
Atlanta, GA
Collective Wealth Partners, LLC assets under management
Collective Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2022. It reports $59.9 million in regulatory assets under management and employs 6 people.
Collective Wealth Partners, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian McKinney Control | Member | 25-50% | 2022 |
| Emma Inola Foulkes Control | Member, Chief Compliance Officer | 25-50% | 2021 |
| Kamila Ann Elliott Control | Member | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Collective Wealth Partners, LLC manage?
Collective Wealth Partners, LLC reports $59.9 million in regulatory assets under management on its Form ADV.
How many employees does Collective Wealth Partners, LLC have?
Collective Wealth Partners, LLC reports 6 employees.
Where is Collective Wealth Partners, LLC located?
Collective Wealth Partners, LLC is based in Atlanta, GA and has been SEC-registered since 2022.
Does Collective Wealth Partners, LLC disclose fund performance?
Collective Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$59.9M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$59.9Mregulatory AUM
Discretionary $56.4MNon-discretionary $3.5M