COMMON WEALTH MANAGEMENT LLC

Overview

Common Wealth Management LLC is a small, privately owned advisory firm organized as an LLC that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and offers manager selection services, operating as a capital allocator that places client capital with third‑party managers when appropriate. Compensation is through a combination of AUM fees and hourly charges. The adviser reports a clear preference for equities as the primary implementation vehicle and does not identify as an active ESG investor. It is not registered as a multi‑state adviser in the firm data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices