LeadIQ logo
Learn more at LeadIQ.com
Commonwealth Capital Management (CCM) logo

Commonwealth Capital Management (CCM) Employee Directory

Financial ServicesKentucky, United States11-50 Employees

Commonwealth Capital Management is a financial services firm based in Louisville, Kentucky, that focuses on wealth management for business owners, physicians, non-profits, and individuals. Founded in 1994, the practice emphasizes a personalized, comprehensive, and objective approach to financial planning. It seeks to align advice and actions with each client's goals and needs.

A small to mid-sized team supports its operations. Securities are offered through Cetera Wealth Services LLC (FINRA/SIPC) and advisory services are provided through Cetera Investment Advisers LLC; both entities operate separately from CCM.

Find Commonwealth Capital Management (CCM) employees' phone numbers or email addresses

Commonwealth Capital Management (CCM) Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Asia
1

Minus sign iconPlus sign icon
  • Uzbekistan
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Commonwealth Capital Management (CCM)'s Leadership

  • Branch Manager at Commonwealth Capital Management (CCM)
    A. W.
    Branch Manager
    Mobile Phone
  • Principal at Commonwealth Capital Management (CCM)
    J. W.
    Principal
    Mobile Phone
  • Financial Advisor/Financial Planner at Commonwealth Capital Management (CCM)
    L. A. Y.
    Financial Advisor/Financial Planner
    Mobile Phone
  • Operations Assistant at Commonwealth Capital Management (CCM)
    C. K.
    Operations Assistant
    Mobile Phone
  • Associate at Commonwealth Capital Management (CCM)
    D. W.
    Associate
    Mobile Phone
  • Operations Specialist at Commonwealth Capital Management (CCM)
    H. R.
    Operations Specialist
    Mobile Phone
  • Estate Planning Attorney at Commonwealth Capital Management (CCM)
    J. B.
    Estate Planning Attorney
    Mobile Phone
  • Financial Advisor Steven Blair at Commonwealth Capital Management (CCM)
    M. W.
    Financial Advisor Steven Blair
    Mobile Phone

Commonwealth Capital Management (CCM) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Commonwealth Capital Management (CCM)

Name
Title
Contact
Location
Last Update
  • Branch Manager at Commonwealth Capital Management (CCM)
    A. W.
    Branch Manager
    Mobile Phone
    Jun 08, 2026
  • Principal at Commonwealth Capital Management (CCM)
    J. W.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Financial Advisor/Financial Planner at Commonwealth Capital Management (CCM)
    L. A. Y.
    Financial Advisor/Financial Planner
    Mobile Phone
    Jun 25, 2026
  • Operations Assistant at Commonwealth Capital Management (CCM)
    C. K.
    Operations Assistant
    Mobile Phone
    Oct 22, 2024
  • Associate at Commonwealth Capital Management (CCM)
    D. W.
    Associate
    Mobile Phone
    Oct 21, 2024
  • Operations Specialist at Commonwealth Capital Management (CCM)
    H. R.
    Operations Specialist
    Mobile Phone
    Jun 08, 2026
  • Estate Planning Attorney at Commonwealth Capital Management (CCM)
    J. B.
    Estate Planning Attorney
    Mobile Phone
    Oct 16, 2024
  • Financial Advisor Steven Blair at Commonwealth Capital Management (CCM)
    M. W.
    Financial Advisor Steven Blair
    Mobile Phone
    Jun 25, 2026
  • Financial Advisor at Commonwealth Capital Management (CCM)
    M. S.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Secretary / Receptionist at Commonwealth Capital Management (CCM)
    C. C.
    Secretary / Receptionist
    Mobile Phone
    Aug 03, 2026

Frequently Asked Questions

What is Commonwealth Capital Management (CCM) known for?

Minus sign iconPlus sign iconCommonwealth Capital Management (CCM) was founded in 1994 and operates in the Financial Services industry. You can contact Commonwealth Capital Management (CCM)'s main corporate office by phone at
+1-303-534-****
. Explore Commonwealth Capital Management (CCM)'s company overview page for more information.

What is Commonwealth Capital Management (CCM)'s most common email format?

Minus sign iconPlus sign iconCommonwealth Capital Management (CCM) employees' email format typically follows the pattern of First@ccmresource.com. Trying to find reliable and up-to-date employee contact data? Find more Commonwealth Capital Management (CCM) email formats with LeadIQ.

How many employees does Commonwealth Capital Management (CCM) have currently?

Minus sign iconPlus sign iconCommonwealth Capital Management (CCM) has approximately 18 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Commonwealth Capital Management (CCM)'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Commonwealth Capital Management (CCM)'s key employees include:

  • Branch Manager: A. W.
  • Principal: J. W.
  • Financial Advisor/Financial Planner: L. A. Y.
  • Operations Assistant: C. K.
  • Associate: D. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.