{
  "crd_number": 169551,
  "slug": "commoncents-wealth-advisors-llc-new-port-richey-fl-169551",
  "primary_business_name": "COMMONCENTS WEALTH ADVISORS, LLC",
  "legal_name": "COMMONCENTS WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "New Port Richey",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2014-01-08",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-05-18",
  "carried_forward": false,
  "raum_total": 24950120.0,
  "raum_discretionary": 24950120.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24950120.0,
      "count": 302
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "NC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://commoncentsfl.com",
    "https://commoncentswealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169551",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "NEW PORT RICHEY",
  "url": "https://advisorcensus.com/firm/commoncents-wealth-advisors-llc-new-port-richey-fl-169551",
  "display_name": "Commoncents Wealth Advisors, LLC",
  "summary": "Commoncents Wealth Advisors, LLC is a state-registered investment advisory firm in New Port Richey, FL, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.",
  "citation": "AdvisorCensus. Commoncents Wealth Advisors, LLC (CRD 169551): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Commoncents Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Commoncents Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Commoncents Wealth Advisors, LLC located?",
      "a": "Commoncents Wealth Advisors, LLC's principal office is in New Port Richey, FL, according to its Form ADV."
    },
    {
      "q": "Is Commoncents Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Commoncents Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169551."
    },
    {
      "q": "How much does Commoncents Wealth Advisors, LLC manage?",
      "a": "Commoncents Wealth Advisors, LLC reports $24,950,120 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Commoncents Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (302)."
    },
    {
      "q": "Does Commoncents Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169551"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/commoncents-wealth-advisors-llc-new-port-richey-fl-169551.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 302,
      "fewer_than_5": false,
      "raum": 24950120.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169551",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}