← Back to searchVisit website
COMMONWEALTH FINANCIAL SERVICES
COMMONWEALTH FINANCIAL SERVICES, LLC.
CRD 324930 · SEC 801-127499
373 TIMBERLINE PARKWAY, VIENNA, WV, 26105, United States
Phone
304-422-3531
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$994.7M
Discretionary AUM
$977.2M
Team
26 total employees; 13 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsLENDING SERVICES AND FINANCIAL INSTITUTION CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1990 | $498.5M |
| High net worth individuals | 226 | $471.9M |
| Pension/profit sharing plans | 13 | $4.4M |
| Charitable organizations | 9 | $1.3M |
| Corporations/business entities | 24 | $12.0M |
States served
CA, CO, GA, IN, KY, LA, MD, MI, NE, NY, NC, ND, OH, PA, SC, TN, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD