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CENTRUS FINANCIAL STRATEGIES
WILSON GROUP FINANCIAL MANAGEMENT, LLC
CRD 339651 · SEC 801-135155
121 S. ORANGE AVE NORTH TOWER, SUITE 1500, ORLANDO, FL, 32801, United States
Phone
1-800-779-4592
Fax
941-238-9052
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.1M
Discretionary AUM
$125.1M
Team
9 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $29.0M |
| High net worth individuals | 61 | $80.5M |
| Banking/thrift institutions | 1 | $15.6M |
States served
GA, NY, NC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD