Commonwealth Retirement Investments LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 285998
- Registered since
- January 3, 2017
- Website
- cwealthra.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.09%
- Individuals19.89%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Commonwealth Retirement Investments LLC is an independent registered investment adviser organized as an LLC. The firm is SEC registered (2017) and serves a mixed client base of individuals, families and institutional clients. Its service set blends fee-based portfolio management and financial planning with educational outreach — the firm publishes periodicals and runs seminars/workshops — and it also operates as a registered representative of a broker‑dealer and as an insurance broker. Compensation is a mix of percentage-of-AUM and fixed fees. Commonwealth identifies as an active ESG investor and reports a preference toward equities in its portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$84.5M in ETFs
63%
$53.2M
24%
$31.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $17.2M | 22,480 | 20.37% |
Location
Richmond, VA
Chesterfield
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Chesterfield
- Address
- 9030 Stony Point Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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