A complete list of active advisors currently associated with Common Wealth Management LLC

Warmer can help you find a great advisor at Common Wealth Management LLC or one who fits your needs even better.

Common Wealth Management LLC is a small, supported registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning services. The firm manages roughly $9 million for about 33 client relationships and implements strategies across mutual funds, equities, fixed income, ETFs, REITs, private placements and third‑party money managers. CWM builds a client‑specific Investment Policy Statement for each relationship and generally manages accounts under discretionary authority with quarterly reviews and monthly reporting. Its analytic toolkit includes charting, fundamental, technical and cyclical analysis, and the firm may employ options strategies, margin and other derivatives in separately managed accounts — a practice that is less common among peers of this size. Noteworthy for a firm of this scale, certain personnel are also registered as investment adviser representatives with another advisory firm, and CWM may direct clients to a named third‑party manager (NorthCoast Asset Management) while receiving a disclosed fee‑share for referrals. The firm discloses this arrangement as a potential conflict of interest, operates with no account minimum, and relies on a single designated reviewer to conduct periodic account oversight.

To learn more about the advisors currently working at Common Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.