Collective Wealth Partners, Llc
- Regulatory AUM
- $59.9M
- Discretionary
- $56.4M
- Clients
- 209
- Avg AUM / client
- $287K
- Accounts
- 438
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 178 | $26.8M | 44.7% |
| High net worth individuals | 16 | $30.0M | 50.1% |
| Charitable organizations | 5 | $100K | 0.17% |
| Corporations and other businesses | 10 | $3.0M | 5.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Emily's List 401(k) Retirement Plan Emily's List | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Emma Inola Foulkes | Member | CFP | Oct 2021 (5y) | 25% – 50% |
| Shardea Maria Ages | Member, Chief Compliance Officer | CFP | Oct 2021 (5y) | 25% – 50% |
| Kamila Ann Elliott | Member | CFP | Feb 2022 (5y) | 25% – 50% |
| Brian Mc Kinney | Member | CFP | Mar 2022 (4y) | 25% – 50% |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Emily's List 401(k) Retirement Plan | Emily's List | 111 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/19/2026 | 1010 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
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $58.1M (97% of AUM) Jun 2026
- Constellation Trust Company $71.0K (0% of AUM) May 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: Jun 19, 2026.
View current Form ADV (SEC/IAPD) ↗