CRD: 289157
Collective Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-2017
- Office Locations
- 3
Office Locations
About Collective Wealth Advisors LLC
Collective Wealth Advisors is a fiduciary RIA focused on goals-based wealth planning and portfolio management for individuals and families, including business owners, entrepreneurs, and retirees. The team emphasizes evidence-based planning with asset allocation and risk management across public funds, ETFs, and fixed income, with tax and estate planning and insurance coordination. Multi-office presence across TX, AZ, and LA; custody through Schwab and Fidelity/NFS.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEWAYNE RAY NELSON III
Managing Member
- CRD
- #3037041
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHEREE RAY BURNETTE
Advisor
- CRD
- #1378351
DOUGLAS GEORGE BURNETTE JR
Wealth Advisor
- CRD
- #5472256
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,012,697 | $284,950 |
| Non-Discretionary | $1,993,265 | $398,653 |
| Total | $157,005,962 | $285,985 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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