Centric Wealth Management, LLC

RIASEC RegisteredEst. 2005

Total AUM

$793M

Discretionary

$793M

100% of AUM

Avg account

$499K

Accounts

1,590

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 133877
Registered since: February 7, 2005
Website: www.centricwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI70.02%
Individuals25.39%
Corporations / Businesses3.82%
Charitable Organizations0.4%
Pension & Profit Sharing Plans0.37%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Centric Wealth Management, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2005. The firm serves both individual/family and institutional clients and acts as a capital allocator, combining fiduciary portfolio management and financial planning with brokerage and insurance distribution capabilities. Advisory offerings listed in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Fee arrangements are flexible: Centric charges based on a percentage of assets under management and also uses hourly, fixed-fee, and commission schedules depending on the engagement. The firm is not identified as an active ESG investor in the provided data. Centric was included in Citywire’s 2020 "50 Growers Across America" list.