Centennial Wealth Management Inc.

Overview

Centennial Wealth Management Inc. is a small, privately owned corporation that provides portfolio management services to individual and family clients as well as small businesses. The firm operates on a percentage-of-assets-under-management fee model and reports portfolio management for individuals and small businesses as its primary advisory activity. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm’s owner structure is individual ownership and it classifies itself outside common RIA peer groups (listed as unclassified). Centennial positions itself as a straightforward wealth manager focusing on discretionary portfolio oversight rather than acting as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives