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| Commonwealth Retirement Investments LLC
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| CRD # | 285998 |
| SEC # | 801-108783 |
| CIK # | 0001963787 |
| AUM | 377.0 M (2026-03-20) |
| Employees | 12 (42% Investors, 8% Brokers) |
| Phone | 804-282-1238 |
| Address | 9030 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001963787 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 19.7 | ||
| AbbVie Inc | 11.8 | ||
| Merck & Co Inc | 11.3 | ||
| Microsoft Corp | 11.1 | ||
| J P Morgan Chase & Co | 10.9 | ||
| Chevron Corp | 10.3 | ||
| Johnson & Johnson | 10.0 | ||
| Lockheed Martin Corp | 9.7 | ||
| PepsiCo Inc | 9.2 | ||
| Home Depot Inc | 8.2 | ||
| Altria Group Inc | 7.9 | ||
| Lam Research Corp | 6.8 | ||
| Visa Inc | 6.1 | ||
| Applied Materials Inc /DE | 5.9 | ||
| United Parcel Service Inc | 4.5 | ||
| Bristol Myers Squibb Co | 4.4 | ||
| Cisco Systems Inc | 4.3 | ||
| Amgen Inc | 4.1 | ||
| Mastercard Inc | 3.9 | ||
| TJX Companies Inc /DE/ | 3.6 | ||
| Allstate Corp | 3.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 75.0 |
| (b) Individuals (high net worth individuals) | 138 | 302.0 |
| (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 | 1 | 0.1 |
| (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 | 1,001 | 377.0 |
| By Discretionary | ||
| Discretionary | 1,001 | 377.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,001 | 377.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 377.0 | |
| Total | 1,001 | 377.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963787] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail, Research |
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