CENTURION WEALTH MANAGEMENT LLC

RIASEC Registered
Total AUM
$22.2M
Discretionary
$0
0% of AUM
Avg account
$170K
Accounts
130
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Robert Cox

    Managing MemberCRD 6760269

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth