CENTRICA WEALTH MANAGEMENT
SEC RegisteredBuilding your wealth, preserving your legacy
About the firm
Centrica is an independent financial advisor registered with the Securities and Exchange Commission (SEC) serving ultra-high net worth families. The firm offers comprehensive wealth planning and investment advice, tailored to unique needs and goals. Centrica helps individual investors, business owners and families manage their financial lives and achieve their purposes.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, market research and analysis, private markets and direct investments, family and corporate governance, legacy and estate planning support, coordination with tax professionals, credit consulting, client portal and asset aggregation, and market access and trading.
Who they serve
Ultra-high net worth families, individual investors, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 14 | $627M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $10 million | 1.00% |
| $10 million to $25 million | 0.75% |
| $25 million to $50 million | 0.60% |
| $50 million to $100 million | 0.50% |
| $100 million to $250 million | 0.45% |
| Above $250 million | 0.35% |
Data as of February 27, 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. CENTRICA WEALTH MANAGEMENT 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched