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| Common Cents Wealth Management LLC
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| CRD # | 153074 |
| SEC # | 801-136768 |
| CIK # | |
| AUM | 113.7 M (2026-06-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 954-769-0837 |
| Address | 15800 Pines Boulevard Pembroke Pines, FL 33027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (7/27/2026) [Brochure] |
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Item 5: Fees and Compensation
Although we generally adhere to the published fee schedule, in certain limited and special
circumstances, the advisory fee may be negotiable. Lower fees for comparable services may
be available from other sources.
A. Fee Schedule
Portfolio Management Fees
Total Assets Under
Annual Fees
Management
$0 - $999,999 1.00%
$1,000,000 - $1,999,999 0.75%
$2,000,000 - $3,999,999 0.50%
$4,000,000 - $5,999,999 0.25%
$6,000,000 - AND UP 0.10%
Common Cents uses the value of the account as of the last business day of the billing
period, after taking into account deposits and withdrawals, for purposes of determining
the market value of the assets upon which the advisory fee is based.
Clients may terminate the Investment Advisory Contract upon written notice.
B. Payment of Fees
Payment of Portfolio Management Fees
Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a monthly basis. Fees are paid in arrears.
C. Client Responsibility for Third Party Fees
Clients are responsible for the payment of all third-party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
distinct from the fees and expenses charged by Common Cents. Please see Item 12 of this
brochure regarding broker-dealer/custodian.
D. Prepayment of Fees
Common Cents collects its fees in arrears. It does not collect fees in advance.
E. Outside Compensation for the Sale of Securities to Clients
1. Conflicts of Interest
Common Cents does not receive compensation or commissions for the sale of any
investment products, thereby eliminating a direct conflict of interest in this area.
Should any conflicts of interest arise in the future, Common Cents will disclose them
to the client prior to any transaction or recommendation.
2. Clients Have the Option to Purchase Recommended Products from
Other Brokers
Clients always have the option to purchase Common Cents recommended products
through other brokers or agents that are not affiliated with Common Cents. |
| Account Minimums and Types of Clients — Form ADV Part 2A (7/27/2026) [Brochure] |
|---|
Item 7: Types of Clients
Common Cents generally provides advisory services to the following types of clients:
❖ Individuals
❖ High-Net-Worth Individuals
❖ Small Businesses
There is no account minimum for any of Common Cents' services. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 44.5 |
| (b) Individuals (high net worth individuals) | 35 | 69.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 113.7 |
| By Discretionary | ||
| Discretionary | 528 | 113.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 113.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.7 | |
| Total | 528 | 113.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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