SourcingSourcing

COLLECTIVE WEALTH PARTNERS, LLC

C16
CRD 317519·SEC 801-123714·ATLANTA, GA
AUM
$59.9M
$25M-$100M
Est. Revenue
$599K
@ 1% on AUM
Est. EBITDA
$180K
@ 30% margin
Est. Deal Value
$1.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COLLECTIVE WEALTH PARTNERS, LLC
CRD
317519
SEC file #
801-123714
EIN
—
DBA names
—

Economics

AUM
$59.9M
AUM band
$25M-$100M
AUM trajectory
'23'26
$22.9M → $59.9M▲ +162%
Client mix
Individuals Other178
Individuals High Net Worth16
Corporations10
Charitable Organizations5

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
4 advisors → 6 advisors▲ +50%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
collectivewealthpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Ages, Shardea, Maria
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Ages, Shardea, Maria
ELLIOTT, KAMILA, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
COLLECTIVEWEALTHPARTNERS.COM
Rdap Domain Creation Date
2022-02-16T16:20:21Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
23,974
Form 5500 Compensation Trajectory 3y
202523,974
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
23,974
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2027-02-16T16:20:21Z
Rdap Domain Last Changed
2026-02-01T17:06:58Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
5695183
Trust Company Affiliate
No

People (5)

5
ELLIOTT, KAMILA, ANN
IAR · Direct Owner · 37.5%
4101837
McKinney, Brian
IAR · Direct Owner · 37.5%
4860266
FOULKES, EMMA, INOLA
IAR · Direct Owner · 37.5%
2625503
Shardea Maria Ages
Direct Owner · 37.5%
5695183
RONALD MARTIN SAUL
IAR
5586347