Overview
Assets Under Management: $311 million
Headquarters: TRAVERSE CITY, MI
High-Net-Worth Clients: 57
Average Client Assets: $1 million
Frequently Asked Questions
CENTENNIAL WEALTH ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138054), CENTENNIAL WEALTH ADVISORY, LLC is subject to fiduciary duty under federal law.
CENTENNIAL WEALTH ADVISORY, LLC is headquartered in TRAVERSE CITY, MI.
CENTENNIAL WEALTH ADVISORY, LLC serves 57 high-net-worth clients according to their SEC filing dated June 26, 2025. View client details ↓
According to their SEC Form ADV, CENTENNIAL WEALTH ADVISORY, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
CENTENNIAL WEALTH ADVISORY, LLC manages $311 million in client assets according to their SEC filing dated June 26, 2025.
According to their SEC Form ADV, CENTENNIAL WEALTH ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 23.49
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,723
Discretionary Accounts: 2,723
Regulatory Filings
CRD Number: 138054
Filing ID: 1999806
Last Filing Date: 2025-06-26 09:48:00
Website: https://cen-wealth.com