Centennial Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment advisory asset management to individual clients and does not report serving high‑net‑worth households. It operates exclusively through a wrap‑fee asset management program and does not manage non‑wrap accounts.
Investment decisions are implemented through a single, uniform portfolio offered to all clients and guided by an investment model that tracks specific economic indicators and valuation parameters; the firm uses fundamental, technical (including charting) and cyclical analysis. It does not offer individualized portfolio customization or permit client‑imposed restrictions on investments.
Distinctive features include acting as a wrap fee program sponsor — a relative rarity among peers — and running only the wrap program rather than multiple account platforms. The firm is small (two advisors) and one management person maintains a substantial external finance role at a university, and the firm generally provides verbal annual reviews unless clients request written reports.
Client services
Expertise
Fee options
1.5% annually
Main office
Ithaca NY
Advisors at this office
2
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Thomas P
Series 66
Ithaca, NY
Centennial Wealth Management Inc.
Thomas Poelling is a financial advisor with Centennial Wealth Management Inc. in Ithaca, NY, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Centennial Wealth Management since 2011. The firm offers discretionary investment advisory asset management through a wrap-fee program, using a single, uniform portfolio based on economic indicators and valuation parameters for individual clients. Centennial Wealth Management is notable for acting as a wrap-fee program sponsor and operating exclusively through this platform without offering customized portfolios or non-wrap accounts.
Arndt P
Series 63, Series 65
Ithaca, NY
Centennial Wealth Management Inc.
Arndt Poelling is a financial advisor at Centennial Wealth Management Inc. in Ithaca, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Centennial Wealth Management since 2011. The firm provides discretionary investment advisory asset management exclusively through a wrap-fee program, offering a single, uniform portfolio to individual clients based on a model that incorporates fundamental, technical, and cyclical analysis. Centennial Wealth Management is notable for acting as a wrap-fee program sponsor and operating a focused platform with a small team of two advisors.
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