THE COMMONWEALTH GROUP LLC

THE COMMONWEALTH GROUP LLC is an SEC-registered investment adviser (CRD 326793). Regulatory assets under management: $8.6M.

Registration

• CRD: 326793
• Type: Registered investment adviser
• Phone: 561-350-3580
• Latest filing: 2026-01-28
• Regulatory AUM: $8.6M
• Discretionary AUM: $8.6M
• Clients: 2
• Accounts: 41

Business model

Compensation: % of AUM, Fixed.

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 326793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search