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| Happy Holidays!! thanks for using AUM13F!! |
| Commonwealth Financial Planners Inc
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| CRD # | 106831 |
| SEC # | 801-112991 |
| CIK # | |
| AUM | $203.6 M (2025-05-22) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 770-399-6644 |
| Address | 1033 Canton Street Roswell, GA 30075 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 29.6 |
| (b) Individuals (high net worth individuals) | 66 | 168.2 |
| (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 | 5.0 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 314 | 203.6 |
| By Discretionary | ||
| Discretionary | 3 | 5.0 |
| Non-Discretionary | 311 | 198.6 |
| Total | 314 | 203.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 203.3 | |
| Total | 314 | 203.6 |
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|---|---|---|
|
Lionshead Wealth Management LLC
✚
|
NY | 0.2 |
|
Millennial Wealth LLC
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0.2 | |
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Vann Equity Management LLC
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TX | 0.2 |
|
Pathwise Wealth Partners LLC
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CA | 0.2 |
|
Petrovic Financial Solutions LLC
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|
KS | 0.2 |
|
Wisdom Index Advisors LLC
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|
TX | 0.2 |
|
Premier Estate Planners LLC
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|
MI | 0.2 |
|
Salus Financial Advisors LLC
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|
0.2 | |
|
Novus Advisors LLC
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|
SC | 0.2 |
|
Smart Portfolios LLC
✚
|
WA | 0.2 |