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| Centurion Wealth Management LLC
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| CRD # | 317929 |
| SEC # | 801-123007 |
| CIK # | 0000317929, 0001951368 |
| AUM | 784.0 M (2026-06-04) |
| Employees | 14 (43% Investors, 7% Brokers) |
| Phone | 571-765-1890 |
| Address | 7901 Jones Branch Drive Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000317929 0001951368 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 10.9 | ||
| Nvidia Corp | 7.0 | ||
| Microsoft Corp | 4.3 | ||
| Nuveen Churchill Direct Lending Corp | 3.9 | ||
| Amazon Com Inc | 3.8 | ||
| ETFS Gold Trust | 3.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 248 | 124.8 |
| (b) Individuals (high net worth individuals) | 180 | 628.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 1 | 0.3 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 30.8 |
| (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 | 1,604 | 784.0 |
| By Discretionary | ||
| Discretionary | 1,565 | 730.6 |
| Non-Discretionary | 39 | 53.4 |
| Total | 1,604 | 784.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 783.0 | |
| Total | 1,604 | 784.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001951368] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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AL | 776.4 M |
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Flynn Zito Capital Management LLC
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