A complete list of active advisors currently associated with Centurion Wealth Management

Warmer can help you find a great advisor at Centurion Wealth Management or one who fits your needs even better.

Centurion Wealth Management advises high-net-worth and individual clients, providing discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The brochure also discloses access to private equity placement opportunities for qualified investors and a separate tax preparation offering that is billed outside of advisory fees. The firm describes its role as a fiduciary and typically implements diversified, asset-allocation portfolios overseen by an investment committee that meets monthly; Wealth Managers perform at least annual reviews with clients to align portfolios with updated Investor Profiles. Investment analysis draws on a mix of fundamental, quantitative, qualitative, technical and cyclical methods, and Centurion may use mutual funds, ETFs, fixed income, options in limited cases, and margin when appropriate for a client’s profile. What the brochure identifies as noteworthy for this firm is its recent addition of private equity placements and the associated disclosure that firm members may receive contingent compensation from issuers, a potential conflict the firm says it will disclose and monitor. The firm also documents formal referral/endorsement arrangements with three promoters that pay referral fees per lead and highlights participant education and other client-facing educational services—practices the brochure presents alongside its conflict-management and disclosure procedures.

To learn more about the advisors currently working at Centurion Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.