Key facts
- CENTURA WEALTH ADVISORY is a other based in SAN DIEGO, CA.
- CENTURA WEALTH ADVISORY reports $5.0M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 296985- Regulatory AUM
- $5.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 64
- Registered office
- SAN DIEGO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CCG WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CENTURA WEALTH ADVISORY are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CENTURA WEALTH ADVISORY's AUM?
- CENTURA WEALTH ADVISORY manages approximately $5.0M in assets.