Theodore Michael Athans

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2009 → 09/2022
  Commonwealth Financial Network
  Waltham, MA
• 04/2009 → 12/2016
  Douglas & Athans Associates Wealth Management Group
  Irvine, CA
• 02/2016 → 08/2026
  Wealthspring
  San Luis Obispo, CA
• 02/2026 → Present
  Commonwealth Financial Network
  Waltham, MA
• 08/2026 → Present
  Mountview Financial
  Chino Hills, CA

Previous Registrations

• 2022-09-29 → 2026-08-03
  Wealthspring
  Long Beach, CA
  San Luis Obispo, CA
  Santa Rosa, CA
  Irvine, CA
  Chino, CA
• 2009-04-24 → 2022-10-03
  Commonwealth Financial Network
  Mira Loma, CA
  Riverside, CA
  Chino, CA
  Cambria, CA
  Irvine, CA
  San Luis Obispo, CA
  Santa Rosa, CA
• 1999-02-26 → 2009-04-27
  Ameriprise Financial Services, Llc
  San Luis Obispo, CA
  Irvine, CA
  San Luis Obispo, CA
  San Luis Obispo, CA

Other Businesses

1.Fixed insurance sales; as of 02/01/2026; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Co-Owner, WealthSpring Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/2016; 100% time spent during business hours; Conducted at branch; Investment related. 3.Co-owner, WS Tax Services, LLC, providing tax preparation; as of 04/24/2025; 10% of time spent during business hours; Conducted at branch location; Not Investment related. 4.Tax Preparation, WS Tax Services, LLC; as of 04/24/2025; 10% of time spent during business hours; conducted at branch; Not investment related. 5. Owner, The Athans Group; a private entity established to facilitate securities, advisory, and insurance business; as of 04/08/2026; 100% time spent during business hours; Conducted at branch; Investment related. 6. Owner, Mountview Financial LLC; a private entity established to facilitate securities, advisory, and insurance business; Located at address; as of 6/26/2026; 100% time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-16
• S66 Uniform Combined State Law Examination
  1999-02-17

Designations

• Certified Financial Planner