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Centricity Wealth Management, LLC

CRD 165664SEC# 801-77519Westerville, OH
Export (members)
No longer SEC-registered. Centricity Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$185.9M
Employees
3
Accounts
558
Location
Westerville, OH

Centricity Wealth Management, LLC assets under management

Centricity Wealth Management, LLC is an SEC-registered investment adviser based in Westerville, OH. It reports $185.9 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Centricity Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher John Ciehanski ControlManaging Member & Chief Compliance Officer50-75%2012
Wendy Kathleen Ciehanski ControlManaging Member50-75%2012

Frequently asked questions

How much does Centricity Wealth Management, LLC manage?

Centricity Wealth Management, LLC reports $185.9 million in regulatory assets under management on its Form ADV.

How many employees does Centricity Wealth Management, LLC have?

Centricity Wealth Management, LLC reports 3 employees.

Where is Centricity Wealth Management, LLC located?

Centricity Wealth Management, LLC is based in Westerville, OH.

Does Centricity Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address515 Executive Campus Drive, Suite 100, Westerville, OH 43082
Office hoursM-Th: 8:30a.m. - 4:45p.m.; Fri: 8:30a.m. - 4:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$185.7M
Non-discretionary$221K
Total (RAUM)$185.9M