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| Happy Holidays!! thanks for using AUM13F!! |
| Commonwealth Retirement Investments LLC
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| CRD # | 285998 |
| SEC # | 801-108783 |
| CIK # | 0001963787 |
| AUM | $306.2 M (2025-06-03) |
| Employees | 11 (45% Investors, 9% Brokers) |
| Phone | 804-282-1238 |
| Address | 9030 Stony Point Parkway Richmond, VA 23235 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001963787 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 18.0 | ||
| Microsoft Corp | 12.9 | ||
| J P Morgan Chase & Co | 10.5 | ||
| AbbVie Inc | 9.7 | ||
| Exxon Mobil Corp | 8.1 | ||
| Home Depot Inc | 8.0 | ||
| Chevron Corp | 7.5 | ||
| PepsiCo Inc | 7.0 | ||
| Merck & Co Inc | 7.0 | ||
| Altria Group Inc | 6.5 | ||
| Johnson & Johnson | 6.1 | ||
| Lockheed Martin Corp | 5.9 | ||
| VISA Inc | 5.5 | ||
| United Parcel Service Inc | 4.7 | ||
| Cisco Systems Inc | 4.1 | ||
| Lam Research Corp | 3.6 | ||
| Mastercard Inc | 3.5 | ||
| UnitedHealth Group Inc | 3.2 | ||
| Applied Materials Inc /DE | 3.1 | ||
| Amgen Inc | 2.9 | ||
| Price T Rowe Group Inc | 2.8 | ||
| Abbott Laboratories | 2.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 74.1 |
| (b) Individuals (high net worth individuals) | 116 | 232.0 |
| (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 | 943 | 306.2 |
| By Discretionary | ||
| Discretionary | 939 | 306.0 |
| Non-Discretionary | 4 | 0.2 |
| Total | 943 | 306.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.2 | |
| Total | 943 | 306.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963787] |
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|---|---|---|
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Tiemann Investment Advisors LLC
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CA | 0.3 |
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TULL Financial Group Inc
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VA | 0.3 |
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Golden Reserve Retirement LLC
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OH | 0.3 |
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Landmark Wealth Management LLC
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NY | 0.3 |
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Dorval Corporation
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MN | 0.3 |
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Comprehensive Wealth Management LLC
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WA | 0.3 |
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Benchmark Investment Advisors LLC
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IL | 0.3 |
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Law & Associates Inc
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MD | 0.3 |
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Cordant Inc
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OR | 0.3 |
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Prairie Sky Financial Group LLC
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IL | 0.3 |