Center For Wealth Management Advisory

RIASEC RegisteredEst. 2017

Total AUM

$228M

Discretionary

$222M

97% of AUM

Avg account

$168K

Accounts

1,356

Employees

5

Advisory reps

5

Firm details

Headquarters: ,
CRD number: 171221
Registered since: November 16, 2017
Website: www.centerforwealthmanagement.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals59.34%
HNWI40.45%
Business Development Companies0.19%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Center For Wealth Management Advisory is an independent, SEC-registered registered investment adviser (registered in 2017) organized as an LLC and owned by an individual. The firm serves both individual and family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds64%
Exchange Traded Equities33%
Cash & Cash Equivalents2%
Investment Grade Corp Bonds1%

Contacts

3 of 5

Deborah Saas
Private Wealth ManagerCRD 1525398
Christopher Wright
Registered RepresentativeCRD 4263057
Keith Burkhardt
Private Wealth ManagerCRD 4312285

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 13

Active vs passive

$107M in ETFs

Passive

99%

$106M

Active

1%

$1.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO LARGE CAP GROWTH ETF (PWB)	Invesco	Passive	Large Growth	$34.4M	204,459	32.29%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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