RIA Intel›Advisers›Colorado›COMMONWEALTH INVESTMENT ADVISORS LLC

COMMONWEALTH INVESTMENT ADVISORS LLC

Advisory

DENVER, CO

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$272K

across 125 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

50 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

BRIGHTWORK WEALTH MANAGEMENT, LLC

COLORADO SPRINGS, CO

$34M

BUSWELL ASSOCIATES, INC.

$34M

THE PLANNERS INC.

FORT COLLINS, CO

$34M

BLUEPRINT FINANCIAL SERVICES, INC.

$33M

PERSONAL BENEFIT SERVICES OF COLORADO, INC.

$33M

ASPEN WEALTH PLANNERS LLC

$35M

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