COMMERCIAL TRUST WEALTH MANAGEMENT, LLC

COMMERCIAL TRUST WEALTH MANAGEMENT, LLC of FAYETTE, MO is an SEC-registered investment adviser (CRD 337704). Regulatory assets under management: $204.1M.

Registration

• CRD: 337704
• SEC file number: 801-135471
• Type: Registered investment adviser
• Location: 119 N MAIN ST, FAYETTE, MO, 65248
• Phone: 660-248-2223
• Latest filing: 2026-07-02
• Regulatory AUM: $204.1M
• Discretionary AUM: $173.0M
• Non-discretionary AUM: $31.1M
• Clients: 5
• Accounts: 1,388

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337704 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search