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Collins Wealth Management

Collins Wealth Management. CRD 314610

C

CRD: 314610

Collins Wealth Management

Sugar Land, TX, 77478
2817664850
www.buildwithcwm.com
$3.6M Total AUM
$3.4M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
RidgeCapital +more
Established Date
06-04-2021
Office Locations
1

Office Locations

14090 Southwest Freeway Suite 300 Sugar Land TX

About Collins Wealth Management

Collins Wealth Management LLC is a fee-only, independent RIA led by Damon Collins, providing fiduciary financial planning and systematic investment management for individuals and families at different life stages. The firm builds diversified, goal- and risk-aligned portfolios using tailored asset allocation and ongoing guidance, delivered virtually or in-person, with no account minimums. Member of the XY Planning Network.

Team overview

-- AVG AGE
$3.6M AVG AUM / ADVISOR
$60.3K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Pathway pioneer Meridian

Custodian

Unison

Investment Themes

Signal Insight Vector optima

Investment Vehicles

Foundation Radial

Platform

Insight

Services

Foundation Vital Capital Vital unison Delta beacon Value eagle Capital ridge Beacon optima Delta

Technology

Radial eagle Delta crest Beacon frontier Pioneer pioneer Horizon momentum Alpha Momentum unison

Owner & Executives

D

Damon Cantrell Collins

Chief Compliance Officer, Owner, Registered Investment Advisor

CRD
#6937476
Ownership
75% or more
(363) 830-1868
vertex.ridge@catalystcapital.com
in linkedin.com/in/unison-wave

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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 $3,441,321 --
Non-Discretionary $175,098 --
Total $3,616,419 --

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Separately Managed Accounts

Total SMA Asset: $3,616,419

$3.6M Total SMA
Equity - Exchange:
24.9%
Public Funds:
21.7%
Cash:
11.9%
Municipal Bonds:
18.6%
U.S. Government/Agency:
22.9%
Asset class Assets Assets %
Equity - Exchange $296,696,790 24.9%
Public Funds $258,567,082 21.7%
Cash $141,794,851 11.9%
Municipal Bonds $221,628,927 18.6%
U.S. Government/Agency $272,865,722 22.9%
Total $1,191,553,372 100.0%

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