CENTRICA WEALTH MANAGEMENT

Overview

Centrica Wealth Management is an independent, limited liability registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm is SEC-registered (2025) and combines percentage-of-AUM billing with fixed-fee engagements. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and the selection/oversight of third‑party advisers. Investment preferences tilt toward publicly traded equities — exchange‑traded securities are the single largest asset type under management — but the firm also constructs portfolios that incorporate third‑party alternative managers. Centrica is not an active ESG investor and does not present itself as a multi‑state adviser or pension consultant. Given its stated activities and client base, the firm appears to focus on tailored, high‑touch solutions for a small number of sizable households and entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices