Common Wealth Management LLC

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Client assets under management

$9,042,992

Clients

6% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$274,030

About

Common Wealth Management LLC is a small, supported registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning services. The firm manages roughly $9 million for about 33 client relationships and implements strategies across mutual funds, equities, fixed income, ETFs, REITs, private placements and third‑party money managers.

CWM builds a client‑specific Investment Policy Statement for each relationship and generally manages accounts under discretionary authority with quarterly reviews and monthly reporting. Its analytic toolkit includes charting, fundamental, technical and cyclical analysis, and the firm may employ options strategies, margin and other derivatives in separately managed accounts — a practice that is less common among peers of this size.

Noteworthy for a firm of this scale, certain personnel are also registered as investment adviser representatives with another advisory firm, and CWM may direct clients to a named third‑party manager (NorthCoast Asset Management) while receiving a disclosed fee‑share for referrals. The firm discloses this arrangement as a potential conflict of interest, operates with no account minimum, and relies on a single designated reviewer to conduct periodic account oversight.

Client services

Portfolio management Selection of other advisers

Expertise

Annuities Real estate investing Active portfolio management

Fee options

Fixed

Financial planning fees are charged as fixed fees but no specific amounts provided

Percentage

.30%-2.00% (Based on complexity and asset size)

Project-based

Hourly fees are mentioned but no specific rates provided in the brochure

Main office location

Common Wealth Management LLC

6816 Caine Road

Columbus OH 43015, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

740-417-4160

Advisors at this firm

Mark K

Series 63, Series 65

Columbus, OH

Common Wealth Management LLC

Mark Kamann is a financial advisor at Common Wealth Management LLC in Columbus, OH, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a small registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships, employing a variety of investment strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party managers.

Annuities Real estate investing Active portfolio management

Verna R

Series 63

Columbus, OH

Common Wealth Management LLC

Verna Ruby is a financial advisor with Common Wealth Management LLC in Columbus, Ohio. She holds a Series 63 designation and has 16 years of industry experience. Ruby has worked at Common Wealth Management since 2009 and Physicians Wealth Solutions since 2014. Common Wealth Management LLC is a supported registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management and financial planning. The firm manages approximately $9 million across 33 client relationships using a range of strategies including mutual funds, equities, fixed income, ETFs, REITs, private placements, and third-party money managers.

Annuities Real estate investing Active portfolio management

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