Commercial Trust Wealth Management, LLC
● SEC registered since 2026CRD 337704SEC# 801-135471Fayette, MO
Reg. AUM
$204.1M
Employees
5
Accounts
1,388
Location
Fayette, MO
Commercial Trust Wealth Management, LLC assets under management
Commercial Trust Wealth Management, LLC is an SEC-registered investment adviser based in Fayette, MO. The firm has been registered since 2026. It reports $204.1 million in regulatory assets under management and employs 5 people.
Commercial Trust Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Austin Byrd Control | Chief Compliance Officer | Under 5% | 2025 |
| Harris Taubman Financial Corporation Control | Parent Company | Over 75% | 2025 |
| Kyle Joseph Elliott Control | Ceo | Under 5% | 2025 |
Frequently asked questions
How much does Commercial Trust Wealth Management, LLC manage?
Commercial Trust Wealth Management, LLC reports $204.1 million in regulatory assets under management on its Form ADV.
How many employees does Commercial Trust Wealth Management, LLC have?
Commercial Trust Wealth Management, LLC reports 5 employees.
Where is Commercial Trust Wealth Management, LLC located?
Commercial Trust Wealth Management, LLC is based in Fayette, MO and has been SEC-registered since 2026.
Does Commercial Trust Wealth Management, LLC disclose fund performance?
Commercial Trust Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 119 N Main St, Fayette, MO 65248 |
| Phone | 660-248-2223 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,306 advisers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$204.1Mregulatory AUM
Discretionary $173MNon-discretionary $31.1M