CENTRICITY WEALTH MANAGEMENT, LLC

515 Executive Campus Drive
Suite 100
Westerville, Ohio 43082
Tel: 614-392-5155

About CENTRICITY WEALTH MANAGEMENT, LLC

CENTRICITY WEALTH MANAGEMENT, LLC, formally registered with the SEC as CENTRICITY WEALTH MANAGEMENT, LLC. The firm was established in 01/18/2013. They have over 1 offices throughout the country.

CENTRICITY WEALTH MANAGEMENT, LLC is a Westerville, Ohio based Financial Planning firm with nearly $160,234,040 assets under management, offering retirement planning & investment advisory services to 548 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165664
SEC#	801-77519
Assets Managed by Firm	$160,234,040
No. of Clients	548
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	548	$160,234,040
Individuals (other than high net worth individuals)	83	$21,700,903
High net worth individuals	75	$137,203,422
Pension and profit sharing plans	Fewer than 5 clients	$1,329,715

More Retirement Planning firms in Westerville, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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