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Collective Wealth, LLC

Collective Wealth, LLC. CRD 321142

C

CRD: 321142

Collective Wealth, LLC

Tulsa, OK
9188140114
www.mycollectivewealth.com
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Jackson National Life · Prudential
Clients
Retail and Institutional
Platforms
QuantumBridge vector +more
Established Date
06-23-2022
Office Locations
1

Office Locations

-- Tulsa OK

About Collective Wealth, LLC

Collective Wealth, LLC is a Tulsa, Oklahoma-based advisory firm providing financial planning and portfolio management for business owners and entrepreneurs. The practice emphasizes asset allocation and risk management, using ETFs and mutual funds as core vehicles alongside cash management. Custody relationships include Charles Schwab & Co., and the firm is owner-led.

Team overview

-- AVG AGE
$11.6M AVG AUM / ADVISOR
$481.9K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Alpha Crest peak

Client Personas

Capital vital Prime

Custodian

Crest insight Legacy vector Wave

Investment Themes

Focus radial Glacier

Investment Vehicles

Unison atlas

Services

Signal meridian Matrix Horizon focus Summit fusion Signal peak Vector north Atlas prime

Technology

Meridian Oak Meridian

Owner & Executives

J

JAMES Nicholas JACKSON

Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President

CRD
#5030815
Ownership
50% but less than 75%
(540) 788-6771
meridian.pioneer@summitcapital.com
in linkedin.com/in/eagle-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $11,565,948 --
Non-Discretionary $0 --
Total $11,565,948 --

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Separately Managed Accounts

Total SMA Asset: $11,565,948

$11.6M Total SMA
Equity - Exchange:
16.3%
Cash:
20.0%
Corporate - Investment Grade:
38.3%
U.S. Government/Agency:
25.4%
Asset class Assets Assets %
Equity - Exchange $213,148,604 16.3%
Cash $261,532,030 20.0%
Corporate - Investment Grade $500,833,837 38.3%
U.S. Government/Agency $332,145,677 25.4%
Total $1,307,660,148 100.0%

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