CRD: 317519
Collective Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Summit primeBeacon eagle +more
- Established Date
- 10-01-2021
- Office Locations
- 3
Office Locations
About Collective Wealth Partners, LLC
Collective Wealth Partners is an Atlanta-based wealth manager focused on helping clients transition from saving for retirement to living in retirement, with comprehensive planning and disciplined portfolio management designed for dependable income and risk management. Services include Social Security and healthcare planning, tax-smart distribution/RMD strategies, insurance reviews, and estate/legacy coordination; the team includes CFP® professionals and can custody through Charles Schwab & Co.
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Client Personas
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Investment Themes
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Owner & Executives
Shardea Maria Ages
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Owner, PRINCIPAL
- CRD
- #5695183
- Ownership
- 25% but less than 50%
KAMILA ANN ELLIOTT
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- CRD
- #4101837
- Ownership
- 25% but less than 50%
Foundation pathway
Pioneer timber legacy
- CRD
- #57909
- Ownership
- 24.8%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,400,000 | $129,954 |
| Non-Discretionary | $3,500,000 | $875,000 |
| Total | $59,900,000 | $136,758 |
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Separately Managed Accounts
Total SMA Asset: $59,900,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $393,203,297 | 35.2% |
| Cash | $389,852,133 | 34.9% |
| Equity - Exchange | $333,999,391 | 29.9% |
| Total | $1,117,054,821 | 100.0% |