Overview
Assets Under Management: $130 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
CENTERPIECE WEALTH ADVISOR L.L.C. 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 #296956), CENTERPIECE WEALTH ADVISOR L.L.C. is subject to fiduciary duty under federal law.
CENTERPIECE WEALTH ADVISOR L.L.C. is headquartered in GREENWOOD VILLAGE, CO.
CENTERPIECE WEALTH ADVISOR L.L.C. serves 41 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, CENTERPIECE WEALTH ADVISOR L.L.C. offers financial planning and portfolio management for individuals. View all service details ↓
CENTERPIECE WEALTH ADVISOR L.L.C. manages $130 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, CENTERPIECE WEALTH ADVISOR L.L.C. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.41
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 70
Discretionary Accounts: 60
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 296956
Last Filing Date: 2025-02-05 00:00:00
Website: https://centerpiecewealthadvisors.com