Collective Wealth Partners, Llc
Atlanta, Georgia
Collective Wealth Partners, LLC, a reputable investment advisory firm headquartered in Atlanta, GA, has established itself as a trusted partner in wealth management. With over 150 individual clients and an impressive $24,847,000 in assets under management, Collective Wealth Partners has built a solid foundation of expertise and success. Operating from three strategically located offices, the firm caters to a diverse range of clients, offering personalized investment solutions tailored to their specific needs.
Distinguishing itself in the industry, Collective Wealth Partners possesses extensive experience in managing employer 401K...
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Assets Under Mgmt
$24.85M
Investment Professionals
4
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other: ADVISORY CONSULTATIONS
Articles
Articles
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