Overview
Assets Under Management: $228 million
High-Net-Worth Clients: 54
Average Client Assets: $1.7 million
Frequently Asked Questions
CENTER FOR WEALTH MANAGEMENT ADVISORY 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 #171221), CENTER FOR WEALTH MANAGEMENT ADVISORY is subject to fiduciary duty under federal law.
CENTER FOR WEALTH MANAGEMENT ADVISORY serves 54 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, CENTER FOR WEALTH MANAGEMENT ADVISORY offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CENTER FOR WEALTH MANAGEMENT ADVISORY manages $228 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, CENTER FOR WEALTH MANAGEMENT ADVISORY serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.45%
Average Client Assets: $1.7 million
Total Client Accounts: 1,356
Discretionary Accounts: 1,330
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 171221
Filing ID: 2070127
Last Filing Date: 2026-03-11 13:47:03