| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Rolland Canfield Control | Member | 50-75% | 2018 |
| Jonathan Thomas Torbet Control | Member | 50-75% | 2018 |
| Luke Leonard Mooi Control | Chief Compliance Officer | Under 5% | 2019 |
Centennial Wealth Advisory, LLC reports $311.1 million in regulatory assets under management on its Form ADV.
Centennial Wealth Advisory, LLC reports 14 employees.
Centennial Wealth Advisory, LLC is based in Traverse City, MI and has been SEC-registered since 2018.
Centennial Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 701 Third Street, Traverse City, MI 49684 |
| Phone | 231-995-9575 |
| Fax | 231-995-9673 |
| Office hours | 8a.m. - 5p.m. (Et) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $311.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $311.1M |