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 and SEC-registered since 2017. The firm serves both individual/family and institutional clients and charges a mix of asset-based fees and fixed fees. It operates in hybrid capacities as a registered representative of a broker-dealer and as an insurance broker, and it provides financial planning, portfolio management for individuals and small businesses, written client communications, and educational seminars. The firm identifies as an active ESG investor and is not structured as a capital allocator.
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%
Contacts
3 of 5
Christopher Lee
Director of Financial PlanningCRD 6125774
Ryan Drake
President and Managing MemberCRD 4416994
David Monday
ChairmanCRD 722234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$85.3M in ETFs
65%
$55.2M
23%
$30.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $9.9M | 13,227 | 11.62% |
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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