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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Centerpiece Wealth Advisor LLC
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|---|---|
| CRD # | 296956 |
| SEC # | 801-129631 |
| CIK # | |
| AUM | $129.8 M (2025-02-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 720-296-5495 |
| Address | 6400 S Fiddlers Green Cir Ste 300 Greenwood Village, CO 80111 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 12.4 |
| (b) Individuals (high net worth individuals) | 41 | 117.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 70 | 129.8 |
| By Discretionary | ||
| Discretionary | 60 | 94.6 |
| Non-Discretionary | 10 | 35.2 |
| Total | 70 | 129.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.8 | |
| Total | 70 | 129.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Karani Asset Management LLC
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|
NY | 0.1 |
|
Lewinter Wealth Advisors LLC
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|
0.1 | |
|
Medicus Wealth Planning Inc
✚
|
UT | 0.1 |
|
Monson Wealth Management Inc
✚
|
WA | 0.1 |
|
Concord Atlantic Inc
✚
|
0.1 | |
|
Carmandalian Financial Group LLC
✚
|
CA | 0.1 |
|
Shining Rock Advisors LLC
✚
|
0.1 | |
|
Clement Street Capital LLC
✚
|
IL | 0.1 |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 0.1 |
|
Vested Financial Planning LLC
✚
|
0.1 |