Insights

Growth potential Independent wealth management firm with mid-size employee base and revenue in the multi-million range presents opportunities for scalable advisory services, practice management support, and expanded retirement planning capabilities.

Geographic footprint Multiple branch locations across West Virginia and Ohio indicate potential for regional expansion services, cross-sell of investment and financial planning solutions, and localized marketing partnerships.

Technology leverage Existing tech stack including cloud and marketing tooling (AWS, Microsoft 365, Google Tag Manager, Open Graph) suggests readiness for digital advisory platforms, CRM enhancements, and data-driven client engagement strategies.

Community focus Recent charitable contribution to a local advocacy center demonstrates strong community involvement; position value proposition around ESG-aligned impact investing and philanthropic planning offerings.

Financial opportunity Revenue range and client-centric planning approach imply upsell potential in comprehensive financial wellness programs, estate and retirement planning add-ons, and expanded investment solutions for high-touch clients.

Similar companies to Commonwealth Financial Services LLC

Commonwealth Financial Services LLC Tech Stack

Commonwealth Financial Services LLC uses 8 technology products and services including The Trade Desk, Amazon Web Services, Open Graph, and more. Explore Commonwealth Financial Services LLC's tech stack below.

Commonwealth Financial Services LLC's Email Address Formats

Commonwealth Financial Services LLC uses at least 1 email format:
Commonwealth Financial Services LLC Email FormatsExamplePercentage
First.Last@cfswv.comJohn.Doe@cfswv.com
100%

Frequently Asked Questions

What is Commonwealth Financial Services LLC's phone number?

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You can contact Commonwealth Financial Services LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Commonwealth Financial Services LLC's official website and social media links?

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Commonwealth Financial Services LLC's official website is cfswv.com and has social profiles on LinkedIn.

How much revenue does Commonwealth Financial Services LLC generate?

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As of September 2026, Commonwealth Financial Services LLC's annual revenue is estimated to be $25M - $50M.

What is Commonwealth Financial Services LLC's NAICS code?

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Commonwealth Financial Services LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Commonwealth Financial Services LLC have currently?

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As of September 2026, Commonwealth Financial Services LLC has approximately 18 employees across 1 continents, including North America. Key team members include Director Of Accounting: B. W., Client Services Coordinator: J. S. and Client Services Representative: M. T. Explore Commonwealth Financial Services LLC's employee directory with LeadIQ.

What industry does Commonwealth Financial Services LLC belong to?

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Commonwealth Financial Services LLC operates in the Financial Services industry.

What technology does Commonwealth Financial Services LLC use?

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Commonwealth Financial Services LLC's tech stack includes The Trade Desk, Amazon Web Services, Open Graph, Microsoft 365, Font Awesome, UPS, Google Tag Manager and AddThis.

What is Commonwealth Financial Services LLC's email format?

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Commonwealth Financial Services LLC's email format typically follows the pattern of First.Last@cfswv.com. Find more Commonwealth Financial Services LLC email formats with LeadIQ.

When was Commonwealth Financial Services LLC founded?

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Commonwealth Financial Services LLC was founded in 2003.
Commonwealth Financial Services LLC logo

Commonwealth Financial Services LLC

Financial ServicesWest Virginia, United States11-50 Employees

Commonwealth Financial Services LLC is a financial services firm that provides independent wealth management through financial planning, investment strategies, and retirement preparation tailored to individual goals, lifestyles, and budgets. The firm develops customized plans after considering clients’ objectives, aiming to balance growth opportunities with risk management and preservation when market conditions warrant caution. Its advisory services focus on delivering planning that supports clients’ confidence through structured guidance and ongoing oversight. Based in Vienna, West Virginia, the company operates multiple branch locations in the region and serves a client base within surrounding states, reflecting its regional footprint in wealth management. The firm positions itself within the financial services industry as an independent advisory partner, offering planning-driven guidance rather than a single product solution. A recent local philanthropic initiative noted involves a charitable contribution to a regional child advocacy organization, illustrating community involvement alongside its advisory work.

Section iconCompany Overview

Phone number
Website
cfswv.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Commonwealth Financial Services LLC's revenue is estimated to be in the range of $25M - $50M

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