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| Keyboard |
| Centerline Wealth Advisors LLC
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|---|---|
| CRD # | 164485 |
| SEC # | 801-76852 |
| CIK # | 0000180205, 0001802059 |
| AUM | 326.0 M (2026-02-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 502-242-1561 |
| Address | 10200 Forest Green Blvd Louisville, KY 40223 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.0 | ||
| iShares Comex Gold Trust | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 12.3 |
| (b) Individuals (high net worth individuals) | 97 | 300.7 |
| (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 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 7 | 9.1 |
| (n) Other | 1 | 3.2 |
| Total | 819 | 326.0 |
| By Discretionary | ||
| Discretionary | 818 | 325.3 |
| Non-Discretionary | 1 | 0.7 |
| Total | 819 | 326.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.0 | |
| Total | 819 | 326.0 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California Public Employees' Retirement System |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802059] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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