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Centerline Wealth Advisors, LLC

● SEC registered since 2012CRD 164485SEC# 801-76852Louisville, KY
Export (members)
Reg. AUM
$293.3M
Employees
7
Accounts
811
Location
Louisville, KY

Centerline Wealth Advisors, LLC assets under management

Centerline Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Louisville, KY. The firm has been registered since 2012. It reports $293.3 million in regulatory assets under management and employs 7 people.

Centerline Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew William Arnold ControlManaging Member/Chief Executive OfficerOver 75%2015
Matthew Charles HuntChief Operations Officer & Chief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Centerline Wealth Advisors, LLC manage?

Centerline Wealth Advisors, LLC reports $293.3 million in regulatory assets under management on its Form ADV.

How many employees does Centerline Wealth Advisors, LLC have?

Centerline Wealth Advisors, LLC reports 7 employees.

Where is Centerline Wealth Advisors, LLC located?

Centerline Wealth Advisors, LLC is based in Louisville, KY and has been SEC-registered since 2012.

Does Centerline Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address10200 Forest Green Blvd., Suite 311, Louisville, KY 40223
Phone(502) 242-1561
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK180205
Discloses disciplinary historyNo

Assets under management

Discretionary$290.5M
Non-discretionary$2.8M
Total (RAUM)$293.3M