Michael Terence Widlake

Employer firm

Commonwealth Guardians CRD 329459

$14.6M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Mtw Companies Llc Dba Commonwealth Guardians
  Needham, MA
• 06/2019 → 05/2020
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 04/2020 → 07/2022
  Simplicity Wealth
  Summit, NJ
• 06/2022 → Present
  Gradient Advisors Llc
  Arden Hills, MN
• 01/2025 → Present
  Mtw Companies Llc Dba Commonwealth Guardians
  Needham, MA

Previous Registrations

• 2022-07-01 → 2025-04-10
  Gradient Advisors, Llc
  Arden Hills, MN
  Needham, MA
  Needham Heights, MA
• 2020-04-15 → 2022-07-01
  Simplicity Wealth
  Needham, MA
  Needham, MA
  Summit, NJ
• 2019-06-10 → 2020-05-06
  Sound Income Strategies, Llc
  Needham, MA
  Fort Lauderdale, FL

Other Businesses

Michael Widlake; Investment-related; 200 1st Ave #527, Needham, MA 02494; Fixed Insurance Sales; Licensed Insurance Agent; 05/2014; Approx. 80 hours/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-06
• S63 Uniform Securities Agent State Law Examination
  1998-11-02