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Center for Wealth Management LLC.

● SEC registered since 2017CRD 171221SEC# 801-112042
Export (members)
Reg. AUM
$187.3M
Employees
6
Accounts
887
Location
—

Center for Wealth Management LLC. assets under management

Center for Wealth Management LLC. is an investment advisory firm registered with the SEC. The firm has been registered since 2017. It reports $187.3 million in regulatory assets under management and employs 6 people.
www.centerforwealthmanagement.comView on SEC.gov ↗

Center for Wealth Management LLC. owners & executives

1 reported
NameTitleOwnershipSince
Christopher Michael Wright ControlCco Managing MemberOver 75%2014

Frequently asked questions

How much does Center for Wealth Management LLC. manage?

Center for Wealth Management LLC. reports $187.3 million in regulatory assets under management on its Form ADV.

How many employees does Center for Wealth Management LLC. have?

Center for Wealth Management LLC. reports 6 employees.

Does Center for Wealth Management LLC. disclose fund performance?

Center for Wealth Management LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(513) 407-5430
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$183.5M
Non-discretionary$3.8M
Total (RAUM)$187.3M