Private Market View

CENTRICA WEALTH MANAGEMENT

Other · MIAMI, FL

AUM
$627.4M
Portfolio companies
Recorded deals
Last investment

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.