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Type	Result	AUM

Centrica Wealth Management LLC ✚
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) Copy

Account Minimums and Types of Clients — Form ADV Part 2A (2/27/2026) [Brochure]

Item 7 – Types of Clients Centrica generally provides investment advisory services to Clients who are high net worth individuals, families, trusts, corporations, or other qualified entities that have a minimum of $5 million of investable assets. On certain instances, Centrica may provide its services to potential clients with less than $5 million of investable assets. Factors to consider when making this determination is the type of services requested, the type of investment strategy sought, and potential future growth the Client may have in the medium term.

Firm Profile (Form ADV)
Serves	Institutional, Retail

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