CENTRIC WEALTH MANAGEMENT, LLC
CRD #133877 SEC #801-63837 CHICAGO, IL 312-429-6100
SEC Registered
Total AUM
$725.6M
Discretionary
$724.3M
Employees
13
Clients
11
Accounts
573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $725.6M | $724.3M | $1.3M | 13 | 3 |
| Mar 2025 | $725.6M | $724.3M | $1.3M | 13 | 3 |
| Oct 2024 | $659.2M | $648.4M | $10.8M | 11 | 77 |
| Mar 2024 | $659.2M | $648.4M | $10.8M | 11 | 77 |
| Jan 2024 | $448.5M | $448.5M | $0 | 7 | 0 |
| Dec 2023 | $448.5M | $448.5M | $0 | 7 | 0 |
| May 2023 | $448.5M | $448.5M | $0 | 7 | 0 |
| Apr 2023 | $448.5M | $448.5M | $0 | 7 | 0 |
| Mar 2023 | $448.5M | $448.5M | $0 | 7 | 0 |
| Nov 2022 | $525.3M | $522.5M | $2.9M | 6 | 0 |
| May 2022 | $525.3M | $522.5M | $2.9M | 6 | 0 |
| Apr 2022 | $525.3M | $522.5M | $2.9M | 6 | 0 |
| Mar 2022 | $529.4M | $219.5M | $309.8M | 6 | 0 |
| Apr 2021 | $406.3M | $397.9M | $8.5M | 5 | 0 |
| Apr 2021 | $406.3M | $397.9M | $8.5M | 5 | 0 |
| Mar 2021 | $406.3M | $397.9M | $8.5M | 5 | 0 |
| Feb 2021 | $400.7M | $392.4M | $8.3M | 6 | 0 |
| Feb 2021 | $400.7M | $392.4M | $8.3M | 6 | 0 |
| Dec 2020 | $400.7M | $392.4M | $8.3M | 6 | 0 |
| Jun 2020 | $514.6M | $313.1M | $201.5M | 6 | 0 |
| Mar 2020 | $514.6M | $313.1M | $201.5M | 6 | 0 |
| Mar 2019 | $695.3M | $439.8M | $255.5M | 6 | 0 |
| Apr 2018 | $177.3M | $90.2M | $87.1M | 6 | 464 |
| Mar 2018 | $177.3M | $90.2M | $87.1M | 6 | 464 |
| Mar 2018 | $177.3M | $90.2M | $87.1M | 6 | 464 |
| Mar 2018 | $177.3M | $90.2M | $87.1M | 6 | 464 |
| Mar 2018 | $177.3M | $90.2M | $87.1M | 6 | 464 |
| Mar 2017 | $169.7M | $106.1M | $63.6M | 1 | 26 |
| Mar 2016 | $108.5M | $68.8M | $39.7M | 1 | 26 |
| Sep 2015 | $115.9M | $74.8M | $41.1M | 1 | 26 |
| Sep 2015 | $115.9M | $74.8M | $41.1M | 1 | 26 |
| Aug 2015 | $115.9M | $74.8M | $41.1M | 1 | 26 |
| Aug 2015 | $115.9M | $74.8M | $41.1M | 1 | 26 |
| Aug 2015 | $115.9M | $74.8M | $41.1M | 1 | 26 |
| Feb 2015 | $115.9M | $74.8M | $41.1M | 1 | 26 |
| Feb 2014 | $120.9M | $78.1M | $42.8M | 2 | 26 |
| Feb 2013 | $115M | $55M | $60M | 2 | 26 |
| Mar 2012 | $107.9M | $69.9M | $37.9M | 1 | 26 |
| Jan 2012 | $107.9M | $70M | $37.9M | 1 | 26 |
| Jan 2012 | $107.9M | $70M | $37.9M | 1 | 26 |
| Mar 2011 | $219.5M | $198.5M | $21.1M | 5 | -- |
| Mar 2010 | $100M | $100M | $0 | 5 | -- |
| Mar 2010 | $100M | $100M | $0 | 5 | -- |
| May 2009 | $100M | $100M | $0 | 5 | -- |
| Feb 2009 | $100M | $100M | $0 | 5 | -- |
| Mar 2007 | $86.5M | $86.5M | $0 | 5 | -- |
| Mar 2006 | $43.5M | $43.5M | $0 | 5 | -- |
| May 2005 | $34M | $34M | $0 | 5 | -- |
DateSep 2025
Total AUM$725.6M
Discretionary$724.3M
Non-Disc.$1.3M
Employees13
Clients3
DateMar 2025
Total AUM$725.6M
Discretionary$724.3M
Non-Disc.$1.3M
Employees13
Clients3
DateOct 2024
Total AUM$659.2M
Discretionary$648.4M
Non-Disc.$10.8M
Employees11
Clients77
DateMar 2024
Total AUM$659.2M
Discretionary$648.4M
Non-Disc.$10.8M
Employees11
Clients77
DateJan 2024
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$448.5M
Discretionary$448.5M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$525.3M
Discretionary$522.5M
Non-Disc.$2.9M
Employees6
Clients0
DateMay 2022
Total AUM$525.3M
Discretionary$522.5M
Non-Disc.$2.9M
Employees6
Clients0
DateApr 2022
Total AUM$525.3M
Discretionary$522.5M
Non-Disc.$2.9M
Employees6
Clients0
DateMar 2022
Total AUM$529.4M
Discretionary$219.5M
Non-Disc.$309.8M
Employees6
Clients0
DateApr 2021
Total AUM$406.3M
Discretionary$397.9M
Non-Disc.$8.5M
Employees5
Clients0
DateApr 2021
Total AUM$406.3M
Discretionary$397.9M
Non-Disc.$8.5M
Employees5
Clients0
DateMar 2021
Total AUM$406.3M
Discretionary$397.9M
Non-Disc.$8.5M
Employees5
Clients0
DateFeb 2021
Total AUM$400.7M
Discretionary$392.4M
Non-Disc.$8.3M
Employees6
Clients0
DateFeb 2021
Total AUM$400.7M
Discretionary$392.4M
Non-Disc.$8.3M
Employees6
Clients0
DateDec 2020
Total AUM$400.7M
Discretionary$392.4M
Non-Disc.$8.3M
Employees6
Clients0
DateJun 2020
Total AUM$514.6M
Discretionary$313.1M
Non-Disc.$201.5M
Employees6
Clients0
DateMar 2020
Total AUM$514.6M
Discretionary$313.1M
Non-Disc.$201.5M
Employees6
Clients0
DateMar 2019
Total AUM$695.3M
Discretionary$439.8M
Non-Disc.$255.5M
Employees6
Clients0
DateApr 2018
Total AUM$177.3M
Discretionary$90.2M
Non-Disc.$87.1M
Employees6
Clients464
DateMar 2018
Total AUM$177.3M
Discretionary$90.2M
Non-Disc.$87.1M
Employees6
Clients464
DateMar 2018
Total AUM$177.3M
Discretionary$90.2M
Non-Disc.$87.1M
Employees6
Clients464
DateMar 2018
Total AUM$177.3M
Discretionary$90.2M
Non-Disc.$87.1M
Employees6
Clients464
DateMar 2018
Total AUM$177.3M
Discretionary$90.2M
Non-Disc.$87.1M
Employees6
Clients464
DateMar 2017
Total AUM$169.7M
Discretionary$106.1M
Non-Disc.$63.6M
Employees1
Clients26
DateMar 2016
Total AUM$108.5M
Discretionary$68.8M
Non-Disc.$39.7M
Employees1
Clients26
DateSep 2015
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees1
Clients26
DateSep 2015
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees1
Clients26
DateAug 2015
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees1
Clients26
DateAug 2015
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees1
Clients26
DateAug 2015
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees1
Clients26
DateFeb 2015
Total AUM$115.9M
Discretionary$74.8M
Non-Disc.$41.1M
Employees1
Clients26
DateFeb 2014
Total AUM$120.9M
Discretionary$78.1M
Non-Disc.$42.8M
Employees2
Clients26
DateFeb 2013
Total AUM$115M
Discretionary$55M
Non-Disc.$60M
Employees2
Clients26
DateMar 2012
Total AUM$107.9M
Discretionary$69.9M
Non-Disc.$37.9M
Employees1
Clients26
DateJan 2012
Total AUM$107.9M
Discretionary$70M
Non-Disc.$37.9M
Employees1
Clients26
DateJan 2012
Total AUM$107.9M
Discretionary$70M
Non-Disc.$37.9M
Employees1
Clients26
DateMar 2011
Total AUM$219.5M
Discretionary$198.5M
Non-Disc.$21.1M
Employees5
Clients--
DateMar 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--