Overview
Assets Under Management: $627 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 14
Average Client Assets: $45 million
Frequently Asked Questions
CENTRICA WEALTH MANAGEMENT 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 #335042), CENTRICA WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CENTRICA WEALTH MANAGEMENT is headquartered in MIAMI, FL.
CENTRICA WEALTH MANAGEMENT serves 14 high-net-worth clients according to their SEC filing dated February 27, 2026. View client details ↓
According to their SEC Form ADV, CENTRICA WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CENTRICA WEALTH MANAGEMENT manages $627 million in client assets according to their SEC filing dated February 27, 2026.
According to their SEC Form ADV, CENTRICA WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $45 million
Total Client Accounts: 45
Discretionary Accounts: 32
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 335042
Filing ID: 2047606
Last Filing Date: 2026-02-27 10:49:33