RIA Intel›Advisers›West Virginia›COMMONWEALTH FINANCIAL SERVICES, LLC.

COMMONWEALTH FINANCIAL SERVICES, LLC.

Advisory

N·VIENNA, WV

Data as of Jan 27, 2026 · Source: SEC Form ADV

Total AUM

$995M

1-Year AUM Growth

+21.8%

3-Year CAGR

—

Employees

13

Assets Under Management

Total AUM$995M

Discretionary AUM$977M

Non-Discretionary AUM$18M

Discretionary %98.2%

Total Clients2,271

Team

Total Employees13

Investment Advisers26

Employee Growth (1Y)-15.4%

Filing History

Total Filings on Record11

First FilingFeb 17, 2023

Latest FilingJan 27, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on COMMONWEALTH FINANCIAL SERVICES, LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.