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Commonwealth Retirement Investments LLC

● SEC registered since 2017CRD 285998SEC# 801-108783Richmond, VA
Export (members)
Reg. AUM
$377M
Employees
12
Accounts
1,001
Location
Richmond, VA

Commonwealth Retirement Investments LLC assets under management

Commonwealth Retirement Investments LLC operates as an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2017. It reports $377 million in regulatory assets under management and employs 12 people.

Commonwealth Retirement Investments LLC owners & executives

7 reported
NameTitleOwnershipSince
Christopher Sombatcharoen Lee ControlDirectorUnder 5%2019
Commonwealth Retirement Advisors, LLC ControlOwnerOver 75%2017
Constantine Andrew Pelos ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Commonwealth Retirement Investments LLC manage?

Commonwealth Retirement Investments LLC reports $377 million in regulatory assets under management on its Form ADV.

How many employees does Commonwealth Retirement Investments LLC have?

Commonwealth Retirement Investments LLC reports 12 employees.

Where is Commonwealth Retirement Investments LLC located?

Commonwealth Retirement Investments LLC is based in Richmond, VA and has been SEC-registered since 2017.

Does Commonwealth Retirement Investments LLC disclose fund performance?

Commonwealth Retirement Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9030 Stony Point Parkway, Suite 470, Richmond, VA 23235
Phone804-282-1238
Office hours9 a.m. To 5 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$377M▲ 23%
Mar '25 — $306.2MApr '25 — $306.2MMay '25 — $306.2MJun '25 — $306.2MJul '25 — $306.2MAug '25 — $306.2MSep '25 — $306.2MOct '25 — $306.2MNov '25 — $306.2MDec '25 — $306.2MJan '26 — $306.2MFeb '26 — $306.2MMar '26 — $377MApr '26 — $377MMay '26 — $377MJun '26 — $377M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$377Mregulatory AUM
Discretionary $377M