Common Wealth Management LLC

Common Wealth Management LLC (CRD# 150464) is a financial advisory firm headquartered in Delaware, OH. They manage $9,831,169 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $119,892
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Common Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Verna L. Ruby
CRD#: 844362
345 W. Central Ave, Delaware, OH 43015
93
Wealthminder
score

Verna Ruby (CRD# 844362) is an Investment Advisor Representative working at Common Wealth Management LLC in Delaware, OH and has over 36 years of experience in the finance industry.

2
Mark W. Kamann
CRD#: 2506981
345 W. Central Ave, Delaware, OH 43015
83
Wealthminder
score

Mark Kamann (CRD# 2506981) is an Investment Advisor Representative working at Common Wealth Management LLC in Delaware, OH and has over 22 years of experience in the finance industry.

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