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COMMONWEALTH RETIREMENT INVESTMENTS LLC
CRD 285998 · SEC 801-108783
9030 STONY POINT PARKWAY, SUITE 470, RICHMOND, VA, 23235, United States
Phone
804-282-1238
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$377.0M
Discretionary AUM
$377.0M
Team
12 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $75.0M |
| High net worth individuals | 138 | $302.0M |
| Charitable organizations | 1 | $89K |
States served
MA, NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD