CENTERLINE WEALTH ADVISORS, LLC

CRD 164485 · SEC 801-76852

Visit website

10200 FOREST GREEN BLVD., SUITE 306, LOUISVILLE, KY, 40223, United States

Phone

(502) 242-1561

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$326.0M

Discretionary AUM

$325.3M

Team

8 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersBIZ2BEACH EXIT PLANNING SERVICES

Client types

Type	Clients	AUM
Individuals	162	$12.3M
High net worth individuals	97	$300.7M
Pension/profit sharing plans	1	$729K
Corporations/business entities	7	$9.1M

States served

IN, KY, LA, TN, TX

All web addresses on file

https://www.instagram.com/centerlinewealthadvisors/
HTTPS://WWW.FACEBOOK.COM/CENTERLINEWEALTH
HTTPS://TWITTER.COM/CENTERLINEWA
HTTPS://WWW.LINKEDIN.COM/COMPANY/10421975
HTTP://WWW.CENTERLINEWEALTH.COM
https://www.youtube.com/channel/UCHLJaBJO4jvErvdzSaFdE_g
https://www.tiktok.com/@centerline.wealth

Official SEC filing: View on IAPD