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RIA · CRD 153074

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Common Cents Wealth Management

Common Cents Wealth Management, LLC is an SEC-registered investment adviser in Pembroke Pines, FL. The firm manages approximately $114 million in regulatory...

Overview

Common Cents Wealth Management, LLC is an SEC-registered investment adviser in Pembroke Pines, FL. The firm manages approximately $114 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Pembroke Pines

Corporate office

United States

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

Does Common Cents Wealth Management participate in fund commitments or only direct deals?

Based on public information, Common Cents Wealth Management does not engage in fund commitments or direct investments. The firm's reported focus is on managing portfolios of publicly traded securities through standard brokerage and custodial platforms, without direct private market participation.

What investment stages does Common Cents Wealth Management typically target?

Common Cents Wealth Management targets no specific investment stages tied to private markets, as its core service is wealth management for individuals. Client portfolios are built primarily from publicly traded asset classes, with no disclosed engagement in venture capital, growth equity, or buyout stages.

Which sectors does Common Cents Wealth Management explicitly avoid?

Common Cents Wealth Management has not publicly identified any sectors it avoids. Its investment policy and sector preferences are not detailed in available public records, making any sector exclusion or focus speculative.

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