Wealth Manager
    SEC Registered
    Manages Private Funds

    Commonwealth Financial Services

    Registered investment advisor · Vienna, West Virginia · CRD #324930

    Assets Under Management
    $995M
    Client Accounts
    5,003
    Employees
    26
    CRD Number
    324930
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Commonwealth Financial Services

    Advisory services offered through Commonwealth Financial Services. This site is published for residents of the United States and is for informational ... Investment Adviser Firm Summary. COMMONWEALTH FINANCIAL SERVICES ( CRD # 324930/SEC#:801-127499 ) ... In addition, some investment advisers manage investment ... Commonwealth Financial Services (CFS) is an independent wealth management firm which provides financial, investment, and retirement preparation strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Commonwealth Financial Services

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Commonwealth Financial Services's AUM?

    Commonwealth Financial Services reports approximately $995M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Commonwealth Financial Services headquartered?

    Commonwealth Financial Services is headquartered in Vienna, West Virginia.

    What is Commonwealth Financial Services's CRD number?

    Commonwealth Financial Services's CRD number is 324930. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Commonwealth Financial Services manage?

    Commonwealth Financial Services manages approximately 5,003 client accounts according to its latest SEC filing.

    Is Commonwealth Financial Services SEC registered?

    Yes, Commonwealth Financial Services is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in West Virginia

    McKinley Carter Wealth Services, Inc.
    Wheeling, WV · $2.3B AUM
    Security Capital Management
    Wheeling, WV · $1.4B AUM
    Ntv Asset Management, LLC
    Charleston, WV · $1.2B AUM
    Wesbanco Investment Department
    Wheeling, WV · $893M AUM
    Loc Investment Advisers
    Hurricane, WV · $771M AUM
    Hoxton Planning & Management, LLC
    Shepherdstown, WV · $592M AUM
    See all top RIA firms in West Virginia →

    Research firms like Commonwealth Financial Services at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial