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CENTERPIECE WEALTH ADVISOR
CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956 · SEC 801-129631
6400 S FIDDLERS GREEN CIR STE. 300, GREENWOOD VILLAGE, CO, 80111, United States
Phone
720-296-5495
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.6M
Discretionary AUM
$113.1M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $120.6M |
| High net worth individuals | 38 | $18.0M |
States served
CO, NC, TX
All web addresses on file
- https://www.linkedin.com/in/aaron-leatherwood-cpa-cfp%C2%AE-cws%C2%AE-ms-27a0a526/
- https://wealth.emaplan.com/ema/ria/centerpiecewa
- https://www.facebook.com/Centerpiece-Wealth-Advisors-105438778541503/
- HTTP://WWW.CENTERPIECEWEALTHADVISORS.COM
- https://www.linkedin.com/in/jason-baer-centerpiece/
- https://www.instagram.com/centerpiecewealthadvisors?igsh=MWR6N2R3OHJic3d3MA==
- https://centerpiecewealthadvisors.smartvault.com/secure/SignIn.aspx?ReturnUrl=/users/secure/Home.aspx
Official SEC filing: View on IAPD