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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 04-15-2010
- Office Locations
- 1
Office Locations
About Common Cents Wealth Management, LLC
Common Cents Wealth Management is an independent, fee-only RIA in Pembroke Pines, FL serving individuals and families with financial planning and investment management built around low-cost, balanced, academically grounded portfolios (primarily ETFs). The firm also provides 401(k)/403(b) plan consulting for small businesses and IPS-aligned portfolio management for charitable organizations. Custodied at Charles Schwab; offers a mobile office that meets clients on-site.
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Owner & Executives
JEREMY C BRINKMEIER
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #5257306
- Ownership
- 50% but less than 75%
MARTIN DAVID ROSENTHAL
Investment Advisor Representative, President
- CRD
- #3259869
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,726,879 | -- |
| Non-Discretionary | $0 | -- |
| Total | $113,726,879 | -- |
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Separately Managed Accounts
Total SMA Asset: $113,726,879
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,465,253,404 | 28.4% |
| Equity - Exchange | $755,200,867 | 8.7% |
| Equity - OTC | $2,769,069,845 | 31.9% |
| Cash | $2,690,945,618 | 31.0% |
| Total | $8,680,469,734 | 100.0% |