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| Keyboard |
| Centrica Wealth Management LLC
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|---|---|
| CRD # | 335042 |
| SEC # | 801-132188 |
| CIK # | |
| AUM | 627.4 M (2026-02-27) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Fees | |
| Minimum | |
| Phone | 305-686-7910 |
| Address | 1200 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 14 | 627.4 |
| (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 | 45 | 627.4 |
| By Discretionary | ||
| Discretionary | 32 | 570.0 |
| Non-Discretionary | 13 | 57.4 |
| Total | 45 | 627.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 627.4 | |
| United States Persons | 0.0 | |
| Total | 45 | 627.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Wealth Management LLC
✚
|
ID | 629.0 M |
|
Gem Asset Management LLC
✚
|
MI | 628.1 M |
|
Meridian Investment Advisors Inc
✚
|
IN | 628.0 M |
|
Capshift Advisors LLC
✚
|
MA | 628.0 M |
|
Findec Wealth Services Inc
✚
|
CA | 627.9 M |
|
Aljian Capital Management LLC
✚
|
NV | 627.8 M |
|
Winslow Asset Management Inc
✚
|
OH | 626.7 M |
|
Butensky & Cohen Financial Security Inc
✚
|
FL | 626.0 M |
|
Wealth Dimensions Family Office Inc
✚
|
OH | 625.9 M |
|
Rialto Wealth Management LLC
✚
|
NY | 625.9 M |