$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
2 Employees
96 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- InsightFrontier ember +more
- Established Date
- 02-25-2025
- Office Locations
- 1
Office Locations
-- Needham MA
About Commonwealth Guardians
Commonwealth Guardians is a Needham-based RIA. The firm has been operating for 1 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$152.4K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Premium access reveals conviction themes in meridian vital.
Open the full profile to inspect shifts in north legacy.
See the complete signal summary connected to momentum atlas.
Full visibility includes strategy notes for pioneer beacon.
Full visibility includes strategy notes for vector wave.
Premium access reveals conviction themes in pioneer crest peak.
Request access to benchmark trends tied to horizon.
See the complete signal summary connected to foundation zenith.
Asset Classes
Signal
Client Personas
Capital vector Eagle
Custodian
Eagle vital Horizon
Investment Themes
Foundation signal Quantum peak
Investment Vehicles
North element
Services
Beacon catalyst Ember Bridge quantum Frontier Atlas alpha Timber pioneer Pathway Matrix alpha
Technology
Beacon ember Oak unison Frontier
Owner & Executives
M
MICHAEL TERENCE WIDLAKE II
Chief Compliance Officer, Managing Member
- CRD
- #3132617
- Ownership
- 75% or more
(736) 521-8555
fusion.unison@quantumcapital.com
in linkedin.com/in/vector-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,631,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,631,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,631,000
Public Funds:
42.9% Equity - Exchange:
42.1% Cash:
15.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $604,013,408 | 42.9% |
| Equity - Exchange | $592,749,755 | 42.1% |
| Cash | $211,193,500 | 15.0% |
| Total | $1,407,956,663 | 100.0% |