Centennial Wealth Advisory, LLC
Firm details
- Headquarters
- Traverse City, Michigan
- CRD number
- 138054
- Registered since
- June 18, 2018
- Website
- cen-wealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals73.42%
- HNWI26.55%
- State / Municipal Government0.03%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Centennial Wealth Advisory, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2018. The firm is owned by an individual and serves both high-net-worth individuals and institutional clients. It positions itself as a capital allocator and provides portfolio management for individuals and small businesses while also making use of outside managers through its selection-of-advisers activity. Compensation is primarily percentage-of-AUM and fixed fees. The firm reports no active ESG investing program and is not designated as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities17%
- Cash & Cash Equivalents11%
Owners & executives
2 of 2
Luke Mooi
Chief Compliance OfficerCRD 6652973
Raymond Jager
Chief Operating OfficerCRD 7564557
Contacts
3 of 8
Jack Klunder
Financial AdvisorCRD 6973686
Nicholas Greenman
Financial AdvisorCRD 7067274
Joseph Carpenter
Financial AdvisorCRD 6320338
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$462M in ETFs
34%
$158M
61%
$304M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED DEEP BUFFER ETF (BUFD) | Active | Options Trading | $53.4M | 1,796,034 | 11.56% |
Location
Traverse City, MI
Grand Traverse
Location
Traverse City, MI
Headquartered in Traverse City, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Grand Traverse
- Address
- 701 Third St
- Time zone
- ET (UTC-5)
- Office locations
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