Centerpiece Wealth Advisor

Overview

Centerpiece Wealth Advisor is an independent, SEC-registered registered investment adviser organized as a limited liability company and registered in 2024. Ownership is held by an individual principal. The firm focuses on serving individuals and families, charging fees as a percentage of assets under management and offering financial planning and portfolio management services tailored to individuals and small businesses. It does not market itself as a multi-state adviser, a pension consultant, or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices