COMMON WEALTH MANAGEMENT LLC

COMMON WEALTH MANAGEMENT LLC of COLUMBUS, OH is an SEC-registered investment adviser (CRD 150464). Regulatory assets under management: $9.9M.

Registration

• CRD: 150464
• Type: Registered investment adviser
• Location: 6816 CAINE ROAD, COLUMBUS, OH, 43015
• Phone: 740-417-4160
• Latest filing: 2026-05-15
• Regulatory AUM: $9.9M
• Discretionary AUM: $9.9M
• Clients: 2
• Accounts: 56

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150464 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search