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CENTURA WEALTH ADVISORY
CCG WEALTH MANAGEMENT, LLC
CRD 296985 · SEC 801-113284
12255 EL CAMINO REAL, SUITE 125, SAN DIEGO, CA, 92130, United States
Phone
858-771-9500
Fax
619-810-0831
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.20B
Discretionary AUM
$1.20B
Team
64 total employees; 19 advisory reps; 29 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 363 | $128.6M |
| High net worth individuals | 211 | $1.04B |
| Corporations/business entities | 9 | $14.1M |
States served
AZ, CA, CO, GA, ID, IL, MN, NV, NJ, NY, OR, PA, PR, VA, WA, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/centura-wealth-advisory/
- https://twitter.com/CenturaWealth
- https://www.centurawealth.com/
- https://learn.centurawealth.com
- https://www.facebook.com/centurawealth/
- https://livelifeliberated.blubrry.net/
- https://www.instagram.com/centurawealth/
- https://www.youtube.com/channel/UChE4zwx-G0wmXTdEhtTNyCQ?view_as=subscriber
Official SEC filing: View on IAPD