LP Profile

Centura Wealth Advisory

Also known as centura wealth advisory

Wealth ManagerSan Diego, United StatesFounded 2018
$573M
Assets Under Management
San Diego
Headquarters
Investment Focus

About Centura Wealth Advisory

Centura Wealth Advisory is a wealth manager based in San Diego, US. Founded in 2018. Reported AUM: 573 USD millions.

Preferred Investment Types

BuyoutEarly StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)

Preferred Sectors & Themes

Diversified

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Centura Wealth Advisory from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
2,558
Filing Date
May 8, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Centura Wealth Advisory 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 Centura Wealth Advisory?

Centura Wealth Advisory is a wealth manager based in San Diego, United States, managing approximately $573M in assets.

Where is Centura Wealth Advisory headquartered?

Centura Wealth Advisory is headquartered in San Diego, United States.

How much does Centura Wealth Advisory manage?

Centura Wealth Advisory manages approximately $573M in assets under management.

When was Centura Wealth Advisory founded?

Centura Wealth Advisory was founded in 2018.

What does Centura Wealth Advisory invest in?

Centura Wealth Advisory focuses on Buyout, Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General), Diversified.

How can I contact Centura Wealth Advisory?

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