COMMERCIAL TRUST WEALTH MANAGEMENT, LLC
Doing business as COMMERCIAL TRUST FINANCIAL SERVICES. SEC Form ADV profile.
Total regulatory AUM
$204,060,790
Discretionary
$172,961,384
Non-discretionary
$31,099,406
Firm details
- CRD number
- 337704
- SEC file number
- 801-135471
- Main office
- FAYETTE, MO, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://commercialtrustfs.com/
- Fee structure
-
Percentage of AUM
As of November 2026.