7901 Jones Branch Drive
Suite 800
Mclean, Virginia 22102
Tel: 571-765-1890
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.
SEC Current Status | Approved |
Firm CRD# | 317929 |
SEC# | 801-123007 |
Assets Managed by Firm | $413,470,500 |
No. of Clients | 435 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 435 | $413,470,500 |
Individuals (other than high net worth individuals) | 302 | $88,599,813 |
High net worth individuals | 115 | $308,756,614 |
Pension and profit sharing plans | 14 | $15,527,484 |
Charitable organizations | 2 | $290,634 |
Corporations or other businesses | 2 | $295,955 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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