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Jesus Urrutia Grana

Manager; Chief Investment OfficerCentrica Wealth Management, LLCCRD 6850402

About Jesus Urrutia Grana

Jesus Urrutia Grana is listed as Manager; Chief Investment Officer at Centrica Wealth Management, LLC in Miami, FL. Form ADV reports a beneficial ownership band of Under 5%. Jesus Urrutia Grana is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Centrica Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jesus Urrutia Grana work?

Jesus Urrutia Grana is listed as Manager; Chief Investment Officer at Centrica Wealth Management, LLC on SEC Form ADV.

How much of Centrica Wealth Management, LLC does Jesus Urrutia Grana own?

Form ADV reports a beneficial ownership band of Under 5%.

Centrica Wealth Management, LLC

TitleManager; Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2025
View Centrica Wealth Management, LLC →

Centrica Wealth Management, LLC

TitleMember;manager
Ownership50-75%
Control personYes
Since2025
View Centrica Wealth Management, LLC →