Centerpiece Wealth Advisor

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Trust Score 85%
Trust Score  info_outline

Centerpiece Wealth Advisor, federally registered in 2018, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 2 advisors. Centerpiece Wealth Advisor manages $22.0 million and provides investment advisory services for 10 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) 5,470 / 7,646
Top Advisors View Advisors
Minimum Investment $1,000,000
Average Client Balance $2,200,000
Dually-Registered No
Disciplinary History No
Total AUM $22.0 million
Advisor / Client Ratio 1:5
SEC Filings Forms and Brochures    (CRD # 296956)
State(s) Registered

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