Collective Wealth Partners, LLC

Collective Wealth Partners, LLC (CRD# 317519) is a financial advisory firm headquartered in Atlanta, GA. They manage $32,973,458 in 356 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
1100 Peachtree Street Ne, Suite 250, Atlanta, GA 30309
https://www.collectivewealthpartners.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $92,622
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, DC, FL, GA, IL, LA, MD, MI, NC, NJ, NY, PA, TX, VA, WA

Financial Advisors at Collective Wealth Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Shardea Ages, financial advisor Atlanta GA
Shardea M. Ages
CRD#: 5695183
1100 Peachtree Street Ne, Suite 250, Atlanta, GA 30309

Shardea Ages (CRD# 5695183) is an Investment Advisor Representative working at Collective Wealth Partners, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.

2
Emma Foulkes, financial advisor Atlanta GA
Emma I. Foulkes
CRD#: 2625503
1100 Peachtree Street Ne, Suite 250, Atlanta, GA 30309

Emma Foulkes (CRD# 2625503) is an Investment Advisor Representative working at Collective Wealth Partners, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

3
Brian McKinney, financial advisor Aurora CO
Brian McKinney
CRD#: 4860266
Aurora, CO

Brian McKinney (CRD# 4860266) is an Investment Advisor Representative working at Collective Wealth Partners, LLC in Aurora, CO and has over 19 years of experience in the finance industry.

4
Ronald Saul, financial advisor Abington PA
Ronald M. Saul
CRD#: 5586347
Abington, PA

Ronald Saul (CRD# 5586347) is an Investment Advisor Representative working at Collective Wealth Partners, LLC in Abington, PA and has over 15 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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