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| Keyboard |
| Centerpiece Wealth Advisor LLC
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|---|---|
| CRD # | 296956 |
| SEC # | 801-129631 |
| CIK # | |
| AUM | 138.6 M (2026-03-12) |
| 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) | 37 | 120.6 |
| (b) Individuals (high net worth individuals) | 38 | 18.0 |
| (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 | 312 | 138.6 |
| By Discretionary | ||
| Discretionary | 276 | 113.1 |
| Non-Discretionary | 36 | 25.5 |
| Total | 312 | 138.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.6 | |
| Total | 312 | 138.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Broussard Financial Group LLC
✚
|
LA | 138.8 M |
|
Dorato Capital Management
✚
|
138.7 M | |
|
Howland and Associates LLC
✚
|
FL | 138.7 M |
|
Marchand Faries Financial Management Inc
✚
|
138.7 M | |
|
Strategic Probability Partners LLC
✚
|
138.6 M | |
|
CB Capital Advisors LLC
✚
|
NY | 138.6 M |
|
Stone LOFT Wealth Management LLC
✚
|
138.6 M | |
|
Comprehensive Planning Associates Inc
✚
|
NH | 138.4 M |
|
Blueprint Wealth Management Advisors LLC
✚
|
138.4 M | |
|
FSAM LLC
✚
|
GA | 138.4 M |