SEC Form ADV · CIK 1752761

CENTRIC WEALTH MANAGEMENT, LLC

Registered Investment AdviserIL
$792.9M
Assets Under Management
15
Employees
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Registration Details

CIK
1752761
Accession
crd-133877
Location
CHICAGO, IL
Filing Date
July 7, 2026
AUM
$792.9M
Institutional Clients
9
Employees
15
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

CENTRIC WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in CHICAGO, IL, managing approximately $792.9M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.