SEC Form ADV · CIK 1752761

CENTRIC WEALTH MANAGEMENT, LLC

Registered Investment AdviserIL
$792.9M
Assets Under Management
1,590
Total Clients
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Registration Details

CIK
1752761
Accession
CRD-133877
Location
CHICAGO, IL
Filing Date
April 13, 2026
AUM
$792.9M
Total Clients
1,590
Amendment
No

About this Adviser

CENTRIC WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in CHICAGO, IL, managing approximately $792.9M in assets across 1,590 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.