Since our inception in 2000, our concern for our clients has been the driving force behind everything we do. We believe in living a life of significance and helping our clients achieve alignment between their financial goals and what's really important. The value we provide our clients is our independent advice and a team-oriented approach to providing a personalized financial strategy. We believe important decisions with our clients help them to define what true wealth means and this enables them to have a positive impact now and for generations to come. Commonwealth is independently owned and operated, and offers its own suite of products and services entirely independent of Cetera. Securities offered through Cetera Advisor Networks LLC member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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The Commonwealth annual revenue was $7.2 million in 2026.
Jason Creech is the CFO of Commonwealth.
72 people are employed at Commonwealth.
Commonwealth is based in Charleston, South Carolina.
The NAICS codes for Commonwealth are [523, 5239, 52, 52393].
The SIC codes for Commonwealth are [62, 628].