Managing Member · Collective Family Office, LLC
David S. Sivel
CRD 2632323 · Named on Form ADV at one SEC-registered adviser
At a glance
Collective Family Office, LLC, an SEC-registered wealth manager based in York, PA with $533 million in regulatory assets, lists David S. Sivel on its Form ADV as Managing Member, a control person.
Firms and roles
- Collective Family Office, LLCManaging MemberWealth manager · York, PA · $533M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Trevor N. HoffmanManaging Member/chief Compliance Officer, Collective Family Office, LLC
- Brian D. LusterManaging Member, Collective Family Office, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.