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CENTURION WEALTH MANAGEMENT

7901 Jones Branch Drive
Suite 230
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 $591,419,565 assets under management, offering retirement planning & investment advisory services to 1655 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#317929
SEC#801-123007
Assets Managed by Firm$591,419,565
No. of Clients1655
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING)

Firm Client Information

No. of ClientsAUM
Firm Total1655$591,419,565
Individuals (other than high net worth individuals)315$115,126,517
High net worth individuals156$450,196,596
Pension and profit sharing plans12$25,713,824
Charitable organizations1$300,326
Corporations or other businesses1$82,302

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