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CENTRIC WEALTH MANAGEMENT, LLC
CRD 133877 · SEC 801-63837
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606, United States
Phone
312-429-6100
Fax
312-429-6110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$792.9M
Discretionary AUM
$792.9M
Team
15 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 442 | $201.3M |
| High net worth individuals | 126 | $555.2M |
| Pension/profit sharing plans | 7 | $2.9M |
| Charitable organizations | 2 | $3.2M |
| Corporations/business entities | 6 | $30.3M |
States served
AZ, CA, CO, IL, IN, MI, MN, NY, NC, OH, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD