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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Centurion Wealth Management LLC
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|---|---|
| CRD # | 317929 |
| SEC # | 801-123007 |
| CIK # | 0001951368, 0000317929 |
| AUM | $591.4 M (2025-05-27) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 571-765-1890 |
| Address | 7901 Jones Branch Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001951368 0000317929 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.6 | ||
| Nvidia Corp | 10.1 | ||
| Microsoft Corp | 7.1 | ||
| Amazon Com Inc | 4.5 | ||
| iShares Bitcoin Trust | 4.5 | ||
| ETFS Precious Metals Basket Trust | 4.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 315 | 115.1 |
| (b) Individuals (high net worth individuals) | 156 | 450.2 |
| (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 | 12 | 25.7 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,655 | 591.4 |
| By Discretionary | ||
| Discretionary | 1,629 | 559.7 |
| Non-Discretionary | 26 | 31.7 |
| Total | 1,655 | 591.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 591.4 | |
| Total | 1,655 | 591.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001951368] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marcellus Investment Managers Private Limited
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|
0.6 | |
|
Lunt Capital Management Inc
✚
|
UT | 0.6 |
|
New England Capital Financial Advisors LLC
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|
CT | 0.6 |
|
BCWM LLC
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|
KS | 0.6 |
|
Wealthbridge Capital Management LLC
✚
|
OH | 0.6 |
|
Family Investment Center Inc
✚
|
MO | 0.6 |
|
Horan Capital Advisors LLC
✚
|
OH | 0.6 |
|
America First Investment Advisors LLC
✚
|
NE | 0.6 |
|
Harvest Financial Advisors LLC
✚
|
OH | 0.6 |
|
Sage Capital Advisors LLC
✚
|
SD | 0.6 |