Centennial Wealth Advisory, LLC
Firm details
- Headquarters
- Traverse City, Michigan
- CRD number
- 138054
- Registered since
- June 18, 2018
- Website
- cen-wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals73.42%
- HNWI26.55%
- State / Municipal Government0.03%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Centennial Wealth Advisory, LLC is an independent, SEC-registered RIA formed prior to 2018 and owned by an individual. The firm serves both individual and institutional clients and functions as a capital allocator that provides portfolio management for individuals and small businesses, as well as selection of other advisers. Its revenue model combines percentage-of-AUM and fixed fees. Centennial also engages in other financial product sales and has an affiliation with an insurance company. The firm does not identify as an active ESG investor and is not represented as a multi-state or pension consulting adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities17%
- Cash & Cash Equivalents11%
Owners & executives
2 of 2
Raymond Jager
Chief Operating OfficerCRD 7564557
Luke Mooi
Chief Compliance OfficerCRD 6652973
Contacts
3 of 8
Leah Neverth
Client Services SpecialistCRD 8160560
Jack Klunder
Financial AdvisorCRD 6973686
Arthur Canfield
Senior PartnerCRD 6325487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$462M in ETFs
34%
$158M
61%
$304M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED DEEP BUFFER ETF (BUFD) | Active | Options Trading | $53.4M | 1,796,034 | 11.56% |
Location
Traverse City, MI
Grand Traverse
Location
Traverse City, MI
Headquartered in Traverse City, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Grand Traverse
- Address
- 701 Third St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Stonepath Wealth Management
RIATraverse City, MI
Blueprint Partners LLC
RIATraverse City, MI
Hemming& Wealth Management, Inc.
RIATraverse City, MI
Up North Financial, LLC
RIATraverse City, MI
Independent Wealth Management, LLC
RIATraverse City, MI
Old Mission Investment Company, LLC
RIATraverse City, MI