← Back to searchVisit website
CENTERVIEW WEALTH ADVISORS, LLC
CRD 173260
139 FREEPORT ROAD, PITTSBURGH, PA, 15215, United States
Phone
412-532-8111
Fax
412-532-8111
Registration
— (—)
Source
State registered
Total AUM
$144.0M
Discretionary AUM
$136.8M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $19.8M |
| High net worth individuals | 47 | $124.3M |
All web addresses on file
Official SEC filing: View on IAPD