COMMON CENTS WEALTH MANAGEMENT, LLC

Overview

Common Cents Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm operates primarily as a discretionary portfolio manager and financial planner, delivering ongoing portfolio management, financial planning and pension consulting for small businesses and institutions, and acting as a capital allocator when clients need outside expertise. Fee arrangements include a percentage of assets under management and hourly billing. Investment activity centers on pooled public funds — mutual funds and similar vehicles — which the firm uses to construct diversified portfolios. The firm also uses third‑party managers where appropriate, performing selection and oversight of outside advisers to implement specialized strategies. It does not present itself as an active ESG investor and is organized as a single-state adviser for regulatory purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices