Common Cents Wealth Management, LLC
Firm details
- Headquarters
- Pembroke Pines, Florida
- CRD number
- 153074
- Website
- cc-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.89%
- Individuals39.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Common Cents Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and bills primarily as a percentage of assets under management, with some engagements charged on an hourly basis. Its filed advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm is identified as a capital allocator, and it does not describe itself as an active ESG investor or a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities2%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
2 of 2
Martin Rosenthal
Investment AdvisorCRD 3259869

Jeremy Brinkmeier
Investment Advisor RepresentativeCRD 5257306
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pembroke Pines, FL
Broward
Location
Pembroke Pines, FL
Headquartered in Pembroke Pines, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 15800 Pines Blvd
- Time zone
- ET (UTC-5)
- Office locations
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