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| Happy Holidays!! thanks for using AUM13F!! |
| Centricity Wealth Management LLC
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| CRD # | 165664 |
| SEC # | 801-77519 |
| CIK # | 0002054645 |
| AUM | $185.9 M (2025-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 614-392-5155 |
| Address | 515 Executive Campus Drive Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002054645 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 3.4 | ||
| Microsoft Corp | 2.0 | ||
| Amazon Com Inc | 1.4 | ||
| Apple Inc | 1.0 | ||
| Tractor Supply Co /DE/ | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| VISA Inc | 0.9 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 27.7 |
| (b) Individuals (high net worth individuals) | 71 | 158.1 |
| (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 | 0.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 558 | 185.9 |
| By Discretionary | ||
| Discretionary | 555 | 185.7 |
| Non-Discretionary | 3 | 0.2 |
| Total | 558 | 185.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.9 | |
| Total | 558 | 185.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054645] |
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|---|---|---|
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