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CENTENNIAL WEALTH ADVISORY, LLC
CRD 138054 · SEC 801-113464
701 THIRD STREET, TRAVERSE CITY, MI, 49684, United States
Phone
231-995-9575
Fax
231-995-9673
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.1M
Discretionary AUM
$397.1M
Team
14 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1279 | $291.5M |
| High net worth individuals | 74 | $105.4M |
| State/municipal entities | 1 | $100K |
States served
IL, LA, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD