Commonwealth Financial Planners Inc
Commonwealth Financial Planners Inc is an SEC-registered wealth manager in Roswell, GA with $227.6M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Commonwealth Financial Planners Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106831, SEC 801-112991, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $227.6M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Roswell, GA
- Employees
- 3
- Clients
- 132
- CRD
- 106831
- Ownership
- SHIRLEY, NORMAN, DOUGLAS; SHIRLEY, RENEE, W; AGURKIS, MICHAEL, PATRICK
How much AUM does Commonwealth Financial Planners Inc have?
Commonwealth Financial Planners Inc reported $227.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Commonwealth Financial Planners Inc?
Disclosed owners and executives of Commonwealth Financial Planners Inc include SHIRLEY, NORMAN, DOUGLAS, SHIRLEY, RENEE, W, AGURKIS, MICHAEL, PATRICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.