LP Profile

Centric Wealth Management

Also known as centric wealth

Wealth ManagerChicago, United StatesFounded 2005
$448M
Assets Under Management
Chicago
Headquarters
Investment Focus

About Centric Wealth Management

Centric Wealth Management is a wealth manager based in Chicago, US. Founded in 2005. Reported AUM: 448 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Centric Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$792.9M
Total Clients
1,590
Filing Date
April 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Centric Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Centric Wealth Management?

Centric Wealth Management is a wealth manager based in Chicago, United States, managing approximately $448M in assets.

Where is Centric Wealth Management headquartered?

Centric Wealth Management is headquartered in Chicago, United States.

How much does Centric Wealth Management manage?

Centric Wealth Management manages approximately $448M in assets under management.

When was Centric Wealth Management founded?

Centric Wealth Management was founded in 2005.

How can I contact Centric Wealth Management?

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