Collective Wealth Advisors LLC

Collective Wealth Advisors LLC (CRD# 289157) is a financial advisory firm headquartered in Coppell, TX. They manage $74,778,172 in 377 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
713 Main Street, Coppell, TX 75019
https://www.collectivewealthadvisors.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $198,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, TX

Financial Advisors at Collective Wealth Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert Maxwell, financial advisor Coppell TX
Robert S. Maxwell
CRD#: 5184829
713 Main Street, Coppell, TX 75019

Robert Maxwell (CRD# 5184829) is an Investment Advisor Representative working at Collective Wealth Advisors LLC in Coppell, TX and has over 17 years of experience in the finance industry.

2
Dewayne Nelson, financial advisor Phoenix AZ
Dewayne R. Nelson
CRD#: 3037041
4742 N 24th Street, Suite 300, Phoenix, AZ 85016

Dewayne Nelson (CRD# 3037041) is an Investment Advisor Representative working at Collective Wealth Advisors LLC in Phoenix, AZ and has over 26 years of experience in the finance industry.

3
Dewayne Nelson, financial advisor Coppell TX
Dewayne R. Nelson
CRD#: 2360518
713 Main Street, Coppell, TX 75019

Dewayne Nelson (CRD# 2360518) is an Investment Advisor Representative working at Collective Wealth Advisors LLC in Coppell, TX and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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