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 a privately owned limited liability company that has been SEC-registered since 2018. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator. Its advisory services center on portfolio management for individuals and small businesses and on selecting external managers when appropriate. Compensation comes through a mix of asset-based fees and fixed-fee arrangements. Centennial lists “other financial product salesperson” among its business activities and maintains an industry affiliation with an insurance company. The firm does not present itself as an active ESG investor and is not marketed as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 2RAYMOND JAGER
Chief Operating OfficerCRD 7564557
Luke Mooi
Chief Compliance OfficerCRD 6652973
Contacts
3 of 7Leah Neverth
Client Services SpecialistCRD 8160560
Jack Klunder
Financial AdvisorCRD 6973686
ARTHUR CANFIELD
Senior PartnerCRD 6325487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$419M in ETFs
36%
$150M
62%
$269M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED DEEP BUFFER ETF (BUFD) | Active | Options Trading | $51.1M | 1,825,742 | 12.21% |
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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