CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT, LLC

CRD 317929 · SEC 801-123007

Visit website

7901 JONES BRANCH DRIVE, SUITE 230, MCLEAN, VA, 22102, United States

Phone

571-765-1890

Fax

571-403-9414

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$784.0M

Discretionary AUM

$730.6M

Team

14 total employees; 6 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsINSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

Client types

Type	Clients	AUM
Individuals	248	$124.8M
High net worth individuals	180	$628.1M
Business development companies	1	$303K
Pension/profit sharing plans	11	$30.8M

States served

VT, AK, CA, DE, DC, GA, IL, LA, ME, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, WV, TX, NH, CT, FL

All web addresses on file

https://open.spotify.com
https://www.facebook.com/CenturionWealth/
https://www.centurionwealth.com
https://instagram.com/centurionwealthmanagement?utm_medium=copy_link
https://www.linkedin.com/company/9351270

Official SEC filing: View on IAPD