About Centurion Wealth Management, LLC
Centurion Wealth is a true independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients assets grow in a manner consistent with their unique objectives.
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General Information
Firm Start Year
2015
No. of Employees
10-19
Firm CRD#
317929
Name of Custodial Firm
Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPWA®, ChFC®, CIMA®
Securities Licenses
Series 7, Series 63, Series 65
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships
Financial Planning Association (FPA)
Firm Information
Assets Managed by Firm
$600,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$1,000,000
Compensation Methods
Based on Assets, Flat Fee
Education
Bachelor of Arts - Double Major: Business Management and Economics
Washington College
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1885592/financialplanners-Centurion-Wealth-Management,-LLC-detailed-disclosure.html
Disclaimer
Investment advisory services are offered through Centurion Wealth Management, LLC, a federally registered investment adviser.