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Building 2CENTRICITY WEALTH MANAGEMENT, LLC

Map pinWESTERVILLE, OH
Phone614-392-5155
NotebookSEC #801-77519
Total AUM
$185.9M
Employees
3
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
515 EXECUTIVE CAMPUS DRIVE
SUITE 100
WESTERVILLE
OH 43082
United States
Operating Hours
M-TH: 8:30AM - 4:45PM; FRI: 8:30AM - 4:00PM
Monday - Friday
Phone
614-392-5155

ReceiptFinancials

Total AUM
$185.9M
Accounts
558
Discretionary
$185.7M
Accounts
555
Non-Discretionary
$221.4K
Accounts
3

ContactClients

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Individual Clients
85
AUM
$27.7M
HNW Individual Clients
71
AUM
$158.1M
Charitable Organization Clients
1
AUM
$208.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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