7901 Jones Branch Drive
Suite 230
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 $591,419,565 assets under management, offering retirement planning & investment advisory services to 1655 clients. The firm is staffed with 14 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 317929 |
SEC# | 801-123007 |
Assets Managed by Firm | $591,419,565 |
No. of Clients | 1655 |
No. of Advisors | 14 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1655 | $591,419,565 |
Individuals (other than high net worth individuals) | 315 | $115,126,517 |
High net worth individuals | 156 | $450,196,596 |
Pension and profit sharing plans | 12 | $25,713,824 |
Charitable organizations | 1 | $300,326 |
Corporations or other businesses | 1 | $82,302 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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