Centurion Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Centurion Wealth Management LLC provides investment advice to individual clients through non‑discretionary asset management and by recommending third‑party managers. The firm acts as a liaison to those third‑party managers, assisting with paperwork, delivering disclosures, and monitoring performance while receiving a portion of TPM advisory fees.
Investment strategies are tailored to each client’s stated goals, time horizon and risk tolerance and may draw on fundamental, technical, charting and cyclical analysis. Because CWM operates on a non‑discretionary basis it obtains client approval before executing transactions and conducts quarterly reviews of accounts and any TPM relationships.
A notable aspect of the firm is its overlap with insurance activities: the managing member is also a licensed insurance agent and devotes a significant portion of time to insurance business, and the firm discloses receipt of commissions and referral fees as potential conflicts that are addressed through disclosures and fiduciary policies. The firm also does not vote client proxies, relies on custodians to deliver account statements directly to clients, and places all advisory oversight with a single managing member.
Client services
Expertise
Fee options
1.5% annually
Investment Advisor Representative receives commissions on insurance products sold; also referral fees received from Third-Party Managers (fees disclosed separately).
Main office
1325 Satellite Blvd NW, Suite 1404
Suwanee GA 30024
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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