# Commoncents Wealth Advisors, LLC

> 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.

- CRD: 169551
- Filed as: COMMONCENTS WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Port Richey, FL
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169551
- AdvisorCensus page: https://advisorcensus.com/firm/commoncents-wealth-advisors-llc-new-port-richey-fl-169551

## Quick answers

**How is Commoncents Wealth Advisors, LLC compensated?**
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.

**Where is Commoncents Wealth Advisors, LLC located?**
Commoncents Wealth Advisors, LLC's principal office is in New Port Richey, FL, according to its Form ADV.

**Is Commoncents Wealth Advisors, LLC registered with the SEC or a state?**
Commoncents Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169551.

**How much does Commoncents Wealth Advisors, LLC manage?**
Commoncents Wealth Advisors, LLC reports $24,950,120 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**What types of clients does Commoncents Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (302).

**Does Commoncents Wealth Advisors, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $24,950,120
- Discretionary: $24,950,120
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 302 | $24,950,120 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TN, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169551

### Websites listed on Form ADV (Item 1.I)
- [commoncentsfl.com](https://commoncentsfl.com)
- [commoncentswealthadvisors.com](https://commoncentswealthadvisors.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Commoncents Wealth Advisors, LLC (CRD 169551): Form ADV filing data as of October 2026.