# Commonwealth Family Office

> Commonwealth Family Office is a state-registered investment advisory firm in Costa Mesa, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 338805
- Filed as: COMMONWEALTH FAMILY OFFICE
- Legal name: Commonwealth Family Office, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Costa Mesa, CA
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338805
- AdvisorCensus page: https://advisorcensus.com/firm/commonwealth-family-office-costa-mesa-ca-338805

## Quick answers

**How is Commonwealth Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Commonwealth Family Office reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Commonwealth Family Office located?**
Commonwealth Family Office's principal office is in Costa Mesa, CA, according to its Form ADV.

**Is Commonwealth Family Office registered with the SEC or a state?**
Commonwealth Family Office is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338805.

**How much does Commonwealth Family Office manage?**
Commonwealth Family Office reports $0 in regulatory assets under management in its Form ADV filing dated September 30, 2026.

**Does Commonwealth Family Office report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338805

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- commonwealthfamilyoffice.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Commonwealth Family Office (CRD 338805): Form ADV filing data as of October 2026.