C
Centurion Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,151,800
Clients
67
3% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$330,624
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
Selection of other advisers
Expertise
Annuities
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 location
Centurion Wealth Management LLC
1325 Satellite Blvd Nw, Suite 1404
Suwanee GA 30024, United States
Number of offices
1
Most active in
Centurion Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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
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