CENTER FOR WEALTH MANAGEMENT ADVISORY
SEC RegisteredNO ONE STRATEGY FITS EVERYONE
About the firm
Center for Wealth Management is a financial services firm whose team of professionals help clients address their financial needs. They focus on long-term relationships built on open and honest communication as the cornerstone of their success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Planning for families, retirement income strategies, and investment strategies tailored to each client's unique situation and objectives.
Who they serve
Individuals and families seeking help with financial planning, retirement income strategies, and investment strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 588 | $135M |
| High Net Worth Individuals | 54 | $92M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 3 | $438k |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CENTER FOR WEALTH MANAGEMENT ADVISORY has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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