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Home > Retirement Planners > ohio > westerville > CENTRICITY WEALTH MANAGEMENT, LLC
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 |
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