This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$157MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$155M

Private client RAUM

$156MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$31.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

549

Individual clients

183

High net worth clients

39

SEC number

801-133786

CRD

289157

Filings on the tape

4

First filed

Jun 16, 2025

Latest filed

Jul 8, 2026

Organised

Limited Liability Company, TX

• Occurred

  Dec 31, 2024
  Team lift-out

  2 advisors left Burnette Financial Planning, LLC (Lake Charles, LA) for Collective Wealth Advisors LLC on the same day

  Form ADVobserved 5 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6220bbd0-0f14-a09d-3069-d206cf7d577f

First observed

Jun 16, 2025

Last observed

Jul 8, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.