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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Centennial Wealth Advisory LLC
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|---|---|
| CRD # | 138054 |
| SEC # | 801-113464 |
| CIK # | 0001839421 |
| AUM | $311.1 M (2025-06-26) |
| Employees | 14 (64% Investors, 0% Brokers) |
| Phone | 231-995-9575 |
| Address | 701 Third Street Traverse City, MI 49684 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.2 | ||
| Nvidia Corp | 4.0 | ||
| Microsoft Corp | 2.8 | ||
| International Business Machines Corp | 2.8 | ||
| SPDR Gold Trust | 2.4 | ||
| Facebook Inc | 2.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,094 | 235.7 |
| (b) Individuals (high net worth individuals) | 57 | 73.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 1 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,723 | 311.1 |
| By Discretionary | ||
| Discretionary | 2,723 | 311.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,723 | 311.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.1 | |
| Total | 2,723 | 311.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001839421] |
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