RIA Intel›Advisers›Oklahoma›COLLECTIVE WEALTH, LLC

COLLECTIVE WEALTH, LLC

Advisory

OK

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account

$241K

across 48 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOK, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

24 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OK

Closest by assets under management. All figures from Form ADV.

AVONDALE INVESTMENTS, LLC

OKLAHOMA CITY, OK

$11M

LOMBARD SMITH INVESTMENTS INC

OKLAHOMA CITY, OK

$12M

INTEGRATED PLANNING STRATEGIES, LLC

$12M

COWAN FINANCIAL SERVICES, LLC

$13M

TURRENTINE FINANCIAL SERVICES LLC

$10M

$10M

Get the full picture on COLLECTIVE WEALTH, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COLLECTIVE WEALTH, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans