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COMMON WEALTH MANAGEMENT LLC
CRD 150464
6816 CAINE ROAD, COLUMBUS, OH, 43015, United States
Phone
740-417-4160
Fax
740-417-4429
Registration
— (—)
Source
State registered
Total AUM
$9.9M
Discretionary AUM
$9.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $4.5M |
| High net worth individuals | 2 | $5.4M |
Official SEC filing: View on IAPD