CENTERPIECE WEALTH ADVISOR

Overview

Centerpiece Wealth Advisor is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families, including small-business owners. The firm is structured as a limited liability company, owned by an individual, and operates with a percentage-of-AUM fee model. It is SEC-registered (2024) and classifies itself as an independent RIA rather than a capital allocator or multi-state adviser. Investment activity centers on managed, pooled public funds for core equity and fixed-income exposure, supplemented by selected alternative allocations. The adviser does not identify as an active ESG investor and does not act as a pension consultant. Its client base is concentrated (75 clients across 312 accounts), which supports a hands-on, customized relationship model typical of smaller RIAs serving individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices