Commonwealth Retirement Investments LLC
Commonwealth Retirement Investments LLC is an SEC-registered wealth manager in Richmond, VA with $377.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Commonwealth Retirement Investments LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285998, SEC 801-108783, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $377.0M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Richmond, VA
- Employees
- 12
- Clients
- 337
- CRD
- 285998
- Ownership
- COMMONWEALTH RETIREMENT ADVISORS; MONDAY, DAVID, LEE; DRAKE, RYAN, PATRICK; COMMONWEALTH RETIREMENT ADVISORS, LLC; CORDLE, POLLY, WHITE
How much AUM does Commonwealth Retirement Investments LLC have?
Commonwealth Retirement Investments LLC reported $377.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Commonwealth Retirement Investments LLC?
Disclosed owners and executives of Commonwealth Retirement Investments LLC include COMMONWEALTH RETIREMENT ADVISORS, MONDAY, DAVID, LEE, DRAKE, RYAN, PATRICK, COMMONWEALTH RETIREMENT ADVISORS, LLC, CORDLE, POLLY, WHITE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.