Key facts
- CENTRICA WEALTH MANAGEMENT is a other based in MIAMI, FL.
- CENTRICA WEALTH MANAGEMENT reports $627.4M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 335042- Regulatory AUM
- $627.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- MIAMI, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CENTRICA WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CENTRICA WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CENTRICA WEALTH MANAGEMENT's AUM?
- CENTRICA WEALTH MANAGEMENT manages approximately $627.4M in assets.