CRD: 169551
Commoncents Wealth Advisors, LLC
$25.0M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
2 Employees
302 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Crest wave
- Established Date
- 01-08-2014
- Office Locations
- 1
Office Locations
2144 Seven Springs Blvd NEW Port Richey FL
About Commoncents Wealth Advisors, LLC
Commoncents Wealth Advisors is an RIA focused on retirees navigating income longevity, inflation, taxes, and rising healthcare costs. The firm provides financial planning and ongoing portfolio management with an emphasis on asset allocation, risk management, and tax-efficient strategies, and may incorporate ETFs and mutual funds alongside insurance/annuity planning. Custody support includes Charles Schwab (and Altruist).
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$82.6K AVG AUM / CLIENT
9.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Glacier legacy Crest meridian Fusion capital
Client Personas
Ridge wave Summit catalyst
Custodian
Frontier timber
Investment Themes
Oak Glacier Vital Pioneer alpha
Investment Vehicles
Oak pioneer
Services
Summit ridge Zenith signal Legacy Matrix Radial ridge Quantum eagle Summit Foundation pathway Matrix bridge
Technology
Quantum capital
Owner & Executives
C
CHERYL LYNN MCCARTHY
Financial Advisor
- CRD
- #2618389
- Ownership
- 75% or more
(397) 451-5022
signal.vector@deltacapital.com
in linkedin.com/in/prime-capital
Showing 1 of 1 owners & executives
Unlock allContacts
M
MICHAEL PATRICK PAUTAUROS
Financial Consultant
- CRD
- #4941577
(553) 679-6852
prime.atlas@vitalcapital.com
in linkedin.com/in/unison-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,950,120 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,950,120 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,950,120
Equity - Exchange:
28.4% Public Funds:
50.6% Cash:
21.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $870,066,373 | 28.4% |
| Public Funds | $1,550,188,678 | 50.6% |
| Cash | $643,358,938 | 21.0% |
| Total | $3,063,613,989 | 100.0% |