Common Cents Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Common Cents Wealth Management reports 205 clients. They include 170 individual clients and 35 high-net-worth individuals. Of its assets, 100.0% ($114M across 528 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 39% |
| High-net-worth individuals | 17% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 170 | $44.5M | 39.1% | $262K |
| High-net-worth individuals | 35 | $69.3M | 60.9% | $1.98M |
| Total | 205 | $114M | 100% | $555K |
- Clients
- 170
- Regulatory AUM
- $44.5M
- AUM share
- 39.1%
- Avg. per client
- $262K
- Clients
- 35
- Regulatory AUM
- $69.3M
- AUM share
- 60.9%
- Avg. per client
- $1.98M
Total
- Clients
- 205
- Regulatory AUM
- $114M
- AUM share
- 100%
- Avg. per client
- $555K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Common Cents Wealth Management charges 0.10%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Fee details and sources
Jeremy Brinkmeier owns 50% to 75% of Common Cents Wealth Management. The leadership team of Common Cents Wealth Management includes President Martin Rosenthal and Chief Compliance Officer Jeremy Brinkmeier. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Common Cents Wealth Management, LLC
Jeremy Brinkmeier
Control person · since August 2009
- Owns 50% to 75% of Common Cents Wealth Management, LLC
Martin Rosenthal
Control person · since June 2021
Besides its headquarters, Common Cents Wealth Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 15800 Pines Boulevard, Suite 3004, Pembroke PinesHQ
Contact and registration details
- Legal name
- Common Cents Wealth Management, LLC
- Headquarters
- 15800 Pines Boulevard, Suite 3004, Pembroke Pines, FL 33027
- Website
- Not reported
- Phone
- 954-769-0837
- SEC file
- 801-136768
- Structure
- Florida LLC
- Fiscal year end
- December
Common Cents Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($114M). Common Cents Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $114M100%
At year end, Common Cents Wealth Management’s separately managed accounts were mostly in funds (95%).
What the accounts hold
- Stocks4%
- Exchange-traded equities2%
- Non-exchange-traded equities2%
- Funds95%
- Cash1%
How many clients does Common Cents Wealth Management have?
Common Cents Wealth Management has 205 clients and manages $114 million for them, as of July 2026. They include 170 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026
What services does Common Cents Wealth Management offer?
Common Cents Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Common Cents Wealth Management charge?
Common Cents Wealth Management charges 0.10%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Common Cents Wealth Management use?
Common Cents Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026
How many financial advisors does Common Cents Wealth Management have?
Common Cents Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Common Cents Wealth Management invest in?
At the end of its last fiscal year, Common Cents Wealth Management’s separately managed accounts held 95% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities, 2% non-exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Common Cents Wealth Management?
Common Cents Wealth Management’s direct owners are Jeremy Brinkmeier (50% to 75%) and Martin Rosenthal (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 July 2026
How does Common Cents Wealth Management get paid?
Common Cents Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Common Cents Wealth Management?
Common Cents Wealth Management’s main office is at 15800 Pines Boulevard, Suite 3004, Pembroke Pines, FL 33027. Its phone number is 954-769-0837.