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CENTRICA WEALTH MANAGEMENT

CENTRICA WEALTH MANAGEMENT, LLC

CRD 335042 · SEC 801-132188

Visit website

1200 BRICKELL AVENUE, SUITE 1700B, MIAMI, FL, 33131, United States

Phone

305-686-7910

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$627.4M

Discretionary AUM

$570.0M

Team

3 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals14$627.4M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD