Centennial Wealth Management Inc.
Firm details
- Headquarters
- ,
- CRD number
- 159381
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Centennial Wealth Management Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates a concentrated, conservative investment approach with a clear preference for fixed-income instruments. Its client base is individual and family accounts managed on a discretionary basis, and fees are charged as a percentage of assets under management. Centennial appears to prioritize capital preservation and income generation rather than growth-oriented strategies.
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
- US Government Bonds93%
- Cash & Cash Equivalents7%
Contacts
2 of 2Arndt Poelling
DirectorCRD 4948354
Thomas Poelling
Investment Adviser RepresentativeCRD 5636293
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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