Centurion Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$758,981,256
Clients
405
Advisors
6
across 2 offices
About
Centurion Wealth Management advises high‑net‑worth and individual investors as well as retirement plans and corporate entities, providing discretionary portfolio management, financial planning, and retirement‑plan consulting. The firm also serves as a sub‑adviser to special purpose vehicles (SPVs) and presents private investment opportunities to eligible clients.
The firm emphasizes diversified, asset‑allocation driven portfolios overseen by an investment committee that meets monthly, with Wealth Managers conducting annual client reviews and ongoing monitoring. For eligible clients, Centurion sources and conducts due diligence on private investments and SPVs, typically presenting those opportunities on a non‑discretionary basis and in some cases receiving performance‑based compensation such as carried interest.
Notable operational features disclosed in the brochure include written referral agreements with three promoters who provide client leads for which the firm pays referral fees, and the provision of participant education and similar seminars as part of its retirement‑plan services. Centurion also offers ancillary services such as tax preparation and discloses potential conflicts related to receiving or sharing carried interest and employees’ co‑investment in private opportunities, along with policies intended to address those conflicts.
Client services
Expertise
Occupation focus
Fee options
Typically ranges from $3,500 to $7,500 for financial planning
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.55%
$175 to $450 per hour depending on complexity
Performance-based compensation (carried interest) for certain private investments and SPVs, calculated per governing documents
Account minimum: $1,000,000
Main office
See office7901 Jones Branch Drive, Suite 230
McLean VA 22102
Advisors at this office
6
Offices (2)
Most active in
Alaska · California · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maine · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · West Virginia
Also doing business as
Centurion Wealth Management · Centurion Wealth Management, LLC · Northeast Money Management, LLC
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.
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Advisors at this firm
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