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Centurion Wealth Management, LLC

● SEC registered since 2022CRD 317929SEC# 801-123007McLean, VA
Export (members)
Reg. AUM
$741.2M
Employees
15
Accounts
1,611
Location
McLean, VA

Centurion Wealth Management, LLC assets under management

Centurion Wealth Management, LLC is an investment advisory firm registered with the SEC based in McLean, VA. The firm has been registered since 2022. It reports $741.2 million in regulatory assets under management and employs 15 people.
www.centurionwealth.comView on SEC.gov ↗

Centurion Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jill H GrimesChief Compliance OfficerUnder 5%2023
Mark Coleman McKaig ControlPartner / Elected Manager / Co-President25-50%2015
Sterling Dwight Neblett ControlFounding Partner / Elected Manager / Co-President25-50%2015
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Frequently asked questions

How much does Centurion Wealth Management, LLC manage?

Centurion Wealth Management, LLC reports $741.2 million in regulatory assets under management on its Form ADV.

How many employees does Centurion Wealth Management, LLC have?

Centurion Wealth Management, LLC reports 15 employees.

Where is Centurion Wealth Management, LLC located?

Centurion Wealth Management, LLC is based in McLean, VA and has been SEC-registered since 2022.

Does Centurion Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address7901 Jones Branch Drive, Suite 230, McLean, VA 22102
Phone571-765-1890
Fax571-403-9414
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK317929
Discloses disciplinary historyNo

Assets under management

Discretionary$692.1M
Non-discretionary$49.1M
Total (RAUM)$741.2M