COMMONWEALTH RETIREMENT INVESTMENTS LLC
CRD #285998 SEC #801-108783 RICHMOND, VA 804-282-1238
SEC Registered
Total AUM
$306.2M
Discretionary
$306M
Employees
11
Clients
101
Accounts
943
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $306.2M | $306M | $229.1K | 11 | 0 |
| Jun 2025 | $306.2M | $306M | $229.1K | 11 | 0 |
| Mar 2025 | $306.2M | $306M | $229.1K | 11 | 0 |
| Jun 2024 | $240.4M | $240.4M | $70.7K | 9 | 0 |
| Mar 2024 | $240.4M | $240.4M | $70.7K | 9 | 0 |
| Sep 2023 | $210.1M | $208.2M | $1.9M | 8 | 0 |
| Mar 2023 | $210.1M | $208.2M | $1.9M | 8 | 0 |
| Mar 2022 | $212.6M | $210.7M | $2M | 8 | 0 |
| Jan 2022 | $176.1M | $173M | $3.1M | 8 | 0 |
| Dec 2021 | $176.1M | $173M | $3.1M | 8 | 0 |
| Oct 2021 | $176.1M | $173M | $3.1M | 9 | 0 |
| Mar 2021 | $176.1M | $173M | $3.1M | 9 | 0 |
| Jun 2020 | $161.6M | $161.6M | $0 | 9 | 0 |
| Mar 2020 | $161.6M | $161.6M | $0 | 9 | 0 |
| Jan 2020 | $113.8M | $113.1M | $661.5K | 6 | 0 |
| Nov 2019 | $113.8M | $113.1M | $661.5K | 6 | 0 |
| May 2019 | $113.8M | $113.1M | $661.5K | 6 | 0 |
| Mar 2019 | $113.8M | $113.1M | $661.5K | 6 | 0 |
| Sep 2018 | $103.5M | $100.3M | $3.2M | 6 | 0 |
| Apr 2018 | $103.5M | $100.3M | $3.2M | 6 | 0 |
| Mar 2018 | $103.5M | $100.3M | $3.2M | 6 | 0 |
| Jun 2017 | $96.8M | $96.8M | $0 | 6 | 200 |
| Mar 2017 | $93.2M | $93.2M | $0 | 5 | 0 |
| Mar 2017 | $0 | $0 | $0 | 5 | 0 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
| Jan 2017 | $0 | $0 | $0 | 5 | 0 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
DateAug 2025
Total AUM$306.2M
Discretionary$306M
Non-Disc.$229.1K
Employees11
Clients0
DateJun 2025
Total AUM$306.2M
Discretionary$306M
Non-Disc.$229.1K
Employees11
Clients0
DateMar 2025
Total AUM$306.2M
Discretionary$306M
Non-Disc.$229.1K
Employees11
Clients0
DateJun 2024
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$70.7K
Employees9
Clients0
DateMar 2024
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$70.7K
Employees9
Clients0
DateSep 2023
Total AUM$210.1M
Discretionary$208.2M
Non-Disc.$1.9M
Employees8
Clients0
DateMar 2023
Total AUM$210.1M
Discretionary$208.2M
Non-Disc.$1.9M
Employees8
Clients0
DateMar 2022
Total AUM$212.6M
Discretionary$210.7M
Non-Disc.$2M
Employees8
Clients0
DateJan 2022
Total AUM$176.1M
Discretionary$173M
Non-Disc.$3.1M
Employees8
Clients0
DateDec 2021
Total AUM$176.1M
Discretionary$173M
Non-Disc.$3.1M
Employees8
Clients0
DateOct 2021
Total AUM$176.1M
Discretionary$173M
Non-Disc.$3.1M
Employees9
Clients0
DateMar 2021
Total AUM$176.1M
Discretionary$173M
Non-Disc.$3.1M
Employees9
Clients0
DateJun 2020
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$161.6M
Discretionary$161.6M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$113.8M
Discretionary$113.1M
Non-Disc.$661.5K
Employees6
Clients0
DateNov 2019
Total AUM$113.8M
Discretionary$113.1M
Non-Disc.$661.5K
Employees6
Clients0
DateMay 2019
Total AUM$113.8M
Discretionary$113.1M
Non-Disc.$661.5K
Employees6
Clients0
DateMar 2019
Total AUM$113.8M
Discretionary$113.1M
Non-Disc.$661.5K
Employees6
Clients0
DateSep 2018
Total AUM$103.5M
Discretionary$100.3M
Non-Disc.$3.2M
Employees6
Clients0
DateApr 2018
Total AUM$103.5M
Discretionary$100.3M
Non-Disc.$3.2M
Employees6
Clients0
DateMar 2018
Total AUM$103.5M
Discretionary$100.3M
Non-Disc.$3.2M
Employees6
Clients0
DateJun 2017
Total AUM$96.8M
Discretionary$96.8M
Non-Disc.$0
Employees6
Clients200
DateMar 2017
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0