COMMONWEALTH RETIREMENT INVESTMENTS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $377.0M |
| Discretionary | $377.0M100% of AUM |
| Client Accounts | 1,001 |
| Avg Account Size | $377K |
| Employees | 12 |
| Peak AUM | $377.0MMar 2026 |
AUM by Client Type
Total AUM
$377M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $377M | +23.1% | +21.5% | +16.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $377.0M |
| Discretionary | $377.0M |
| Employees | 12 |
| Client Accounts | 1001 |
| Client Range | 251-500 |
Contact & Location
Address
9030 STONY POINT PARKWAY
RICHMOND VA 23235
Phone
804-282-1238
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Security Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$377M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking Institution