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CENTRIC WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$792,857,735
Discretionary
$792,857,735
Non-discretionary
$0

Firm details

CRD number
133877
SEC file number
801-63837
Main office
CHICAGO, IL, United States
Employees
15
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Commissions

As of October 2026.