Centrica Wealth Management
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 335042
- Registered since
- March 14, 2025
- Website
- centricafg.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Centrica Wealth Management is an independent, LLC-structured registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and conducts portfolio management and financial planning for both retail and small-business/institutional clients, including the selection and oversight of third-party managers. Its fee model mixes AUM-based and fixed-fee arrangements. Centrica does not identify itself as an ESG-focused investor. The advisory scope listed for the firm covers comprehensive planning and discretionary portfolio management across client types, plus the use of outside managers, which aligns with its role as a capital allocator. The adviser was registered with the SEC in 2025 and is owned by a combination of a domestic entity and individuals.
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
- Exchange Traded Equities45%
- Investment Grade Corp Bonds23%
- Public Funds/Mutual Funds12%
- Private Funds12%
- Non-Investment Grade Corp Bonds5%
Owners & executives
2 of 2
Alejandro Gambirazio
Founder and CEOCRD 2719641
Jesus Urrutia Grana
Founder & CIOCRD 6850402
Contacts
2 of 2
Teresa Simon
Registered RepresentativeCRD 6926696
Carlos Gonzalez
CCOCRD 4294205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$1.2M in ETFs
100%
$1.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $439K | 605 | 37.23% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1200 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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