Key facts
- COMMONWEALTH FINANCIAL SERVICES is a other based in VIENNA, WV.
Registered with the SEC
Form ADV · 2026-04 · CRD 324930- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 26
- Registered office
- VIENNA, WV
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as COMMONWEALTH FINANCIAL SERVICES, LLC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for COMMONWEALTH FINANCIAL SERVICES are on record yet. Positions surface from round participations, filings, and coverage.
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