C
$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Morgan Stanley · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2009
- Office Locations
- 1
Office Locations
6816 Caine Road Columbus OH
About Common Wealth Management LLC
Common Wealth Management LLC is a Columbus-based RIA. The firm has been operating for 17 years. Managing $9.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$4.9M AVG AUM / ADVISOR
$266.8K AVG AUM / CLIENT
16.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK WILLIAM KAMANN
Partner, President
- CRD
- #2506981
- Ownership
- 75% or more
Available
Available
Available
V
VERNA LEE RUBY
Chief Compliance Officer
- CRD
- #844362
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,870,360 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,870,360 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing