CENTURION WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- SUWANEE, Georgia
- CRD number
- 327991
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Other
- Client types
- Individuals81.94%
- HNWI18.06%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Centurion Wealth Management LLC is a privately owned limited liability company that serves individual and family clients. The firm operates as a capital allocator and its stated advisory activity is the selection of other advisers, indicating it outsources investment management rather than running an extensive in-house portfolio management platform. Its fee structure is classified as "other" in regulatory filings, and it does not identify as an active ESG investor or as a multi-state adviser. The firm lists an affiliation with an insurance company, suggesting insurance-related distribution or planning relationships sit alongside its advisory work.
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
- Exchange Traded Equities100%
Contacts
1 of 1Robert Cox
Managing MemberCRD 6760269
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUWANEE, GA
GWINNETT
Location
SUWANEE, GA
Headquartered in SUWANEE, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 1325 Satellite Blvd NW
- Time zone
- ET (UTC-5)
- Office locations
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