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| Centric Wealth Management LLC
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| CRD # | 133877 |
| SEC # | 801-63837 |
| CIK # | 0001752761 |
| AUM | 792.9 M (2026-04-13) |
| Employees | 15 (53% Investors, 7% Brokers) |
| Phone | 312-429-6100 |
| Address | 333 W Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001752761 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 23.6 | ||
| Apple Inc | 18.5 | ||
| Nvidia Corp | 9.3 | ||
| Lilly Eli & Co | 9.0 | ||
| Microsoft Corp | 8.6 | ||
| UnitedHealth Group Inc | 8.1 | ||
| Amazon Com Inc | 6.3 | ||
| Advanced Micro Devices Inc | 6.2 | ||
| AbbVie Inc | 5.8 | ||
| Analog Devices Inc | 5.6 | ||
| Coinbase Global Inc | 5.5 | ||
| Super Micro Computer Inc | 5.1 | ||
| J P Morgan Chase & Co | 5.1 | ||
| Chevron Corp | 5.0 | ||
| Costco Wholesale Corp /NEW | 5.0 | ||
| Trebia Acquisition Corp | 5.0 | ||
| Evercore Partners Inc | 4.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 442 | 201.3 |
| (b) Individuals (high net worth individuals) | 126 | 555.2 |
| (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 | 7 | 2.9 |
| (h) Charitable organizations | 2 | 3.2 |
| (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 | 6 | 30.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,590 | 792.9 |
| By Discretionary | ||
| Discretionary | 1,590 | 792.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,590 | 792.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 792.9 | |
| Total | 1,590 | 792.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001752761] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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793.5 M | |
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Sunpointe LLC
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MO | 790.7 M |