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CENTURION WEALTH MANAGEMENT

7901 Jones Branch Drive
Suite 800
Mclean, Virginia 22102
Tel: 571-765-1890

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About CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT, formally registered with the SEC as CENTURION WEALTH MANAGEMENT. The firm was established in 01/07/2022. They have over 2 offices throughout the country.

CENTURION WEALTH MANAGEMENT is a Mclean, Virginia based Financial Planning firm with nearly $413,470,500 assets under management, offering retirement planning & investment advisory services to 435 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317929
SEC# 801-123007
Assets Managed by Firm $413,470,500
No. of Clients 435
No. of Advisors 11

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total435$413,470,500
Individuals (other than high net worth individuals)302$88,599,813
High net worth individuals115$308,756,614
Pension and profit sharing plans14$15,527,484
Charitable organizations2$290,634
Corporations or other businesses2$295,955
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