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Centerpiece Wealth Advisor L.L.C.

● SEC registered since 2024CRD 296956SEC# 801-129631Greenwood Village, CO
Export (members)
Reg. AUM
$129.8M
Employees
2
Accounts
70
Location
Greenwood Village, CO

Centerpiece Wealth Advisor L.L.C. assets under management

Centerpiece Wealth Advisor L.L.C. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2024. It reports $129.8 million in regulatory assets under management and employs 2 people.
www.linkedin.com/in/aaron-leatherwood-cpa-cfp%c2%ae-cws%c2%ae-ms-27a0a526View on SEC.gov ↗

Centerpiece Wealth Advisor L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Aaron Franklin Leatherwood ControlManaging Member50-75%2021
Jason Glenn Baer ControlManaging Member, Cco50-75%2017

Frequently asked questions

How much does Centerpiece Wealth Advisor L.L.C. manage?

Centerpiece Wealth Advisor L.L.C. reports $129.8 million in regulatory assets under management on its Form ADV.

How many employees does Centerpiece Wealth Advisor L.L.C. have?

Centerpiece Wealth Advisor L.L.C. reports 2 employees.

Where is Centerpiece Wealth Advisor L.L.C. located?

Centerpiece Wealth Advisor L.L.C. is based in Greenwood Village, CO and has been SEC-registered since 2024.

Does Centerpiece Wealth Advisor L.L.C. disclose fund performance?

Centerpiece Wealth Advisor L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111
Phone720-296-5495
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$94.6M
Non-discretionary$35.2M
Total (RAUM)$129.8M