Kommon Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kommon Wealth, LLC is a state-registered independent advisory firm that serves individuals, families, and small businesses with comprehensive financial planning and investment management, including retirement planning, legacy strategies, and assistance with rollovers. The firm implements client accounts through custodial brokerage relationships and offers both discretionary and non‑discretionary portfolio management.
The firm describes a tailored, holistic investment process built around asset allocation, diversification, ongoing monitoring and rebalancing, and draws on a mix of analytical methods (including fundamental, quantitative, tactical approaches and Modern Portfolio Theory) to shape recommendations. Kommon Wealth may implement strategies using third‑party Turnkey Asset Management Platform model portfolios and discloses use of AI tools for meeting transcription and administrative support, with human oversight of investment advice.
Noteworthy distinctions include that its advisory representatives are also licensed insurance agents who may receive commission compensation for life insurance and annuity sales, a material conflict the brochure discloses and discusses; the firm also relies on third‑party model implementation rather than exclusively creating all portfolios in‑house. The firm is newly registered and reports no assets or clients at this time, and its combination of insurance affiliation, TAMP usage, and AI‑assisted recordkeeping are operational features less common among its independent peer group.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees range generally from $1,000 to $5,000 per plan, negotiable, with fees greater than $5,000 possible depending on complexity.
Insurance agents receive commissions from insurance product sales; advisory services do not receive commissions.
Main office
3952 Meadowlark Rd.
Roanoke VA 24018
Advisors at this office
1
Most active in
Virginia
Also doing business as
Apex Wealth · Apex Wealth LLC · Kommon Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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