CENTRICA WEALTH MANAGEMENT, LLC
Doing business as CENTRICA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$627,395,464
Discretionary
$570,024,215
Non-discretionary
$57,371,249
Firm details
- CRD number
- 335042
- SEC file number
- 801-132188
- Main office
- MIAMI, FL, United States
- Employees
- 3
- SEC status
- Approved
- Website
- https://centricafg.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.