Common Cents Wealth Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
$114M
Discretionary
$114M
100% of AUM
Avg account
$215K
Accounts
528
Employees
2
Advisory reps
2

Firm details

Headquarters
Pembroke Pines, Florida
CRD number
153074
Registered since
July 17, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI60.89%
  • Individuals39.11%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Common Cents Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC that serves a client base made up largely of individuals and families. The firm provides financial planning and portfolio management across personal and small-business relationships, plus portfolio services for businesses or institutions. It also offers pension consulting and conducts selection of other advisers, reflecting a role as a capital allocator rather than a pure single-strategy manager. Fees are charged both as a percentage of assets under management and on an hourly basis. The firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Exchange Traded Equities 2%, Non-Exchange Traded Equities 2%, Cash & Cash Equivalents 1%95%
  • Public Funds/Mutual Funds95%
  • Exchange Traded Equities2%
  • Non-Exchange Traded Equities2%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • Martin Rosenthal

    Martin Rosenthal

    Investment AdvisorCRD 3259869

  • Jeremy Brinkmeier

    Jeremy Brinkmeier

    Investment Advisor RepresentativeCRD 5257306

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pembroke Pines, FL

Broward

Location

Pembroke Pines, FL

Headquartered in Pembroke Pines, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
15800 Pines Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth