Collective Wealth Advisors Llc
- Regulatory AUM
- $157M
- Discretionary
- $155M
- Clients
- 224
- Avg AUM / client
- $701K
- Accounts
- 549
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 183 | $62.7M | 40.0% |
| High net worth individuals | 39 | $93.2M | 59.4% |
| Charitable organizations | 1 | $36.7K | 0.02% |
| Corporations and other businesses | 1 | $1.0M | 0.67% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dewayne Ray Nelson | Registered representative | Aug 2017 (9y) | ||
| Robert Scott Maxwell | Registered representative | Apr 2021 (5y) | ||
| Dewayne Ray Nelson | Registered representative | Apr 2021 (5y) | ||
| Douglas George Burnette | Registered representative | CFP | Aug 2024 (2y) | |
| Cheree Ray Burnette | Registered representative | Chartered Financial Consultant | Sep 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 925 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $141M (90% of AUM) Jul 2026
- Fidelity $10.6M (8% of AUM) Jul 2025
- Pershing $1.1M (1% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗