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COMMONWEALTH RETIREMENT INVESTMENTS LLC
CRD 285998File 801-108783
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$377.0M
Below cohort median (national)
Discretionary AUM
$377.0M
Clients
337
1,001 accounts
Employees
12
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 3, 2017
- Principal office
- 9030 STONY POINT PARKWAY, SUITE 470, RICHMOND, VA, 23235
- Phone
- 804-282-1238
- Website
- HTTP://WWW.CWEALTHRA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $377.0M
- Discretionary AUM
- $377.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,001
- Non-discretionary accounts
- 0
- Total accounts
- 1,001
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $89K |
| High net worth individuals | 138 | $302.0M |
| Individuals (other than high net worth individuals) | 198 | $75.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 314 | 337 | increased by23 |
| Apr 1, 2026 | AUM | $306,228,266 | $377,033,190 | increased by$70,804,924 |
| Apr 1, 2026 | Accounts | 943 | 1,001 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 268 | 314 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $212,633,159 | $306,228,266 | increased by$93,595,107 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 682 | 943 | increased by261 |
| Apr 1, 2022 | Clients | 253 | 268 | increased by15 |
| Apr 1, 2022 | AUM | $176,103,698 | $212,633,159 | increased by$36,529,461 |
| Apr 1, 2022 | Accounts | 253 | 682 | increased by429 |
| Jan 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “COMMONWEALTH RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMMONWEALTH RETIREMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.