Commonwealth Retirement Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 20, 2026, reports $377M in regulatory assets under management, 12 employees, and 1,001 accounts.
Assets Under Management
$377M
Employees
12
Offices
--
Total Clients
337
Primary office
RICHMOND, VA
9030 STONY POINT PARKWAY, SUITE 470, RICHMOND, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
198
2
HNWI
40.9%
138
3
Charitable
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$377Mas of March 20, 2026
Discretionary100.0%
$377M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$377M
Total Accounts1,001
10Y AUM Change+$284M (+304.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee28:1
10Y Employee Change+7 (+140.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.