COMMONWEALTH RETIREMENT INVESTMENTS LLC
C37
CRD 285998·SEC 801-108783·RICHMOND, VA
AUM
$377.0M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $113.8M
'21 · $161.6M
'22 · $176.1M
'23 · $212.6M
'25 · $306.2M
'26 · $377.0M
'20'26
$113.8M → $377.0M▲ +231%
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
9030 STONY POINT PARKWAYSUITE 580RICHMOND, VA 23235
Business
9030 STONY POINT PARKWAYSUITE 580RICHMOND, VA 23235
Edgar Recent Filings
13F-HR2026-05-11 · 0001963787-26-000003
13F-HR2026-02-11 · 0001963787-26-000001