Commonwealth Retirement Investments LLC

RIASEC Registered

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$377K

Accounts

1,001

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 285998
Registered since: January 3, 2017
Website: cwealthra.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI80.09%
Individuals19.89%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Commonwealth Retirement Investments LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (2017) and serves a mixed client base of individuals, families and institutional clients. Its service set blends fee-based portfolio management and financial planning with educational outreach — the firm publishes periodicals and runs seminars/workshops — and it also operates as a registered representative of a broker‑dealer and as an insurance broker. Compensation is a mix of percentage-of-AUM and fixed fees. Commonwealth identifies as an active ESG investor and reports a preference toward equities in its portfolio construction.