Centerview Wealth Advisors, LLC logo

Centerview Wealth Advisors, LLC

Updated today

Client assets under management

$144,000,000

Clients

165

28% high-net-worth

Advisors

5

of 5 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

33

Very Low

Average account size

$872,727

About

Centerview Wealth Advisors serves individual and high-net-worth clients with ongoing portfolio management and financial planning. The firm advises across a range of vehicles identified in its brochure, including mutual funds, fixed income, real estate funds (including REITs), insurance products and annuities, equities, ETFs (including precious-metal ETFs), treasury inflation-protected bonds, and non-U.S. securities.

The firm documents each client’s objectives in an Investment Policy Statement and generally manages accounts on a discretionary basis, with periodic reviews at least monthly. Its stated methods of analysis include charting, fundamental and technical analysis, quantitative models and modern portfolio theory, and it deploys a variety of trading strategies including long- and short-term trading, short sales, margin transactions, and options strategies.

A distinctive feature noted in the brochure is that the advisory team includes a licensed accountant who is active in the state CPA organization, and several advisors are also licensed insurance agents; the firm describes these roles as sources of coordination for tax and insurance matters while disclosing the potential conflicts of interest they may create. The firm also states it has no account minimum for services and describes policies for fair allocation of limited investment opportunities across client accounts.

Client services

Financial planning Portfolio management

Expertise

Annuities Real estate investing Options & derivatives strategies

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Fee options

Fixed

Financial planning fixed fees between $500 and $30,000

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable

Project-based

$100 to $300 per hour for financial planning services

Other

Fee-only: Financial planning fixed fees between $500 and $30,000; hourly fees between $100 and $300 per hour

Main office location

Centerview Wealth Advisors, LLC

139 Freeport Road

Pittsburgh PA 15215, United States

Number of offices

1

Most active in

Ohio · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Clinton G

CFP®, Series 63

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Clinton Guyaux is a CFP® with 19 years of industry experience, currently serving as an advisor at Centerview Wealth Advisors, LLC since 2014. He has also been associated with MassMutual Life Insurance Company since 2007. Clinton is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a disciplined investment process that includes fundamental, technical, and quantitative analysis. The firm manages client assets in-house and integrates insurance offerings alongside advisory services.

Annuities Real estate investing Options & derivatives strategies
user avatar

Matthew G

Series 65

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Matthew Guyaux is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 credential with 10 years of industry experience. He has been with Centerview Wealth Advisors since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm emphasizes individualized Investment Policy Statements and provides both discretionary and non-discretionary management, with in-house asset management and accounting expertise among its principals.

Annuities Real estate investing Options & derivatives strategies
user avatar

Richard W

Series 63, Series 65

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Richard Ward is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centerview since 2015. Outside of advising, he is involved in nonprofit organizations including serving as co-chair of Emerging CPAs at the Pennsylvania Institute of Certified Public Accountants and as director of student membership services for the National Association of Black Accountants. He also operates Capital Configuration, LLC, an unrelated business. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, employing a range of investment types and strategies. The firm integrates fundamental, technical, and quantitative analysis, and manages client assets in-house with documented investment policies and regular reviews.

Annuities Real estate investing Options & derivatives strategies
user avatar

Charles M

Series 65

Pittsburgh, PA

Centerview Wealth Advisors, LLC

Charles Mertz is a financial advisor at Centerview Wealth Advisors, LLC in Pittsburgh, PA, holding a Series 65 designation with six years of industry experience. He has been with Centerview Wealth Advisors since 2018. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a broad range of investment types and a combination of fundamental, technical, and quantitative analysis in its investment approach. The firm maintains direct accounting expertise within its principals and manages client assets in-house.

Annuities Real estate investing Options & derivatives strategies
user avatar

John M

Series 66

Pittsburgh, PA

Centerview Wealth Advisors, LLC

John Mah is a financial advisor at Centerview Wealth Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Centerview since 2016. In addition to his advisory role, Mah is a 90% owner and insurance agent at Allegheny Smokeworks, Inc., a retail tobacconist. Centerview Wealth Advisors serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a range of investment types and a process that incorporates fundamental, technical, and quantitative analysis. The firm manages client assets in-house and offers both discretionary and non-discretionary management with regular account reviews.

Annuities Real estate investing Options & derivatives strategies
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