SEC Form ADV

CENTER FOR WEALTH MANAGEMENT ADVISORY

Firm profile: Center for Wealth Management Advisory — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$227.8M

Assets Under Management

1,356

Total Clients

Employees

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Registration Details

Accession: CRD-171221
Filing Date: May 7, 2026
AUM: $227.8M
Total Clients: 1,356
Institutional Clients: 4
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsBDCsCharitable Organizations

About this Adviser

CENTER FOR WEALTH MANAGEMENT ADVISORY is a registered investment adviser, managing approximately $227.8M in assets across 1,356 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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