Member, Chief Compliance Officer · Collective Wealth Partners, LLC
Emma I. Foulkes
CRD 2625503 · Named on Form ADV at one SEC-registered adviser
At a glance
Collective Wealth Partners, LLC, an SEC-registered wealth manager based in Atlanta, GA with $60 million in regulatory assets, lists Emma I. Foulkes on its Form ADV as Member, Chief Compliance Officer, a control person.
Firms and roles
- Collective Wealth Partners, LLCMember, Chief Compliance OfficerWealth manager · Atlanta, GA · $60M in regulatory assets
AtlasMembers
Emma’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
- Shardea M. AgesMember, Collective Wealth Partners, LLC
- Kamila A. ElliottMember, Collective Wealth Partners, LLC
- Brian McKinneyMember, Collective Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Emma’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.