CENTURION WEALTH MANAGEMENT
SEC RegisteredForward Thinking Wealth Management. We plan wisely, So You Can Live Fully.
About the firm
Centurion Wealth is an independent financial planning firm built on a foundation of ethics, mutual respect, and integrity. They are not affiliated with any investment company or product provider and are committed to transparency in addressing potential conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax planning, education and college planning, estate planning, risk management, and investment management, as well as specialized programs including Entrepreneur Financial Planning, Executive Financial Planning, and the Financial Independence for Women™ program.
Who they serve
Successful entrepreneurs, executives, and newly independent women seeking financial planning and wealth management guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 248 | $125M |
| High Net Worth Individuals | 180 | $628M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 1 | $303k |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 11 | $31M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| From $0 to $500,000 | 1.35% |
| From $500,001 to $1,000,000 | 1.20% |
| From $1,000,001 to $3,000,000 | 1.00% |
| From $3,000,001 to $5,000,000 | 0.85% |
| From $5,000,001 to $10,000,000 | 0.70% |
| $10,000,001 to Above | 0.55% |
Data as of April 13, 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. CENTURION 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.
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