Form D Explorer

CommonWealth Holdings, LLC

CIK 1729208 · Limited Liability Company · Inc. TENNESSEE · PHILADELPHIA, PA · Insurance

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Filings

2

Total offered

—

Total sold

—

Activity

Jan 17, 2025
through Jan 16, 2026

Contact info

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Likely investment adviser (not guaranteed)

Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.

THE COMMONWEALTH GROUP, INC
high CRD 801-61337
COMMONWEALTH ADVISORS INC
high CRD 801-39749
COMMONWEALTH ADVISORY GROUP, LTD.
high CRD 801-60362
COMMONWEALTH EQUITY SERVICES, LLC
high CRD 801-41541

Form D filings (2)

0001729208-26-000001
D · Jan 16, 2026 · Insurance

Sold: $101,000
0001729208-25-000001
D · Jan 17, 2025 · Insurance

Sold: $95,000