CENTERVIEW WEALTH ADVISORS, LLC

Overview

Centerview Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves individuals, families and small-business owners. The firm’s advisory work centers on financial planning and discretionary portfolio management, delivered through a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements. Centerview manages most client relationships on a discretionary basis, and its investment approach emphasizes pooled public funds as the primary building blocks of client portfolios. The firm maintains formal ties with an accounting firm and an insurance company, which suggests the delivery of coordinated tax and insurance planning alongside investment management. Centerview does not position itself as a capital allocator and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices