RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 11, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GOLDEN, RANDAL, LAWRENCEIMANAGER AND CHIEF COMPLIANCE OFFICERNA Control
GOLDEN, RANDAL, LAWRENCEIMANAGER AND CHIEF COMPLIANCE OFFICERNA Control
GOLDEN, RANDAL, LAWRENCEIMANAGER AND CHIEF COMPLIANCE OFFICERNA Control
GOLDEN, RANDAL, LAWRENCEIMANAGER AND CHIEF COMPLIANCE OFFICERNA Control
GOLDEN, RANDAL, LAWRENCEIMANAGER AND CHIEF COMPLIANCE OFFICERNA Control
GOLDEN, RANDAL, LAWRENCEIMANAGER AND CHIEF COMPLIANCE OFFICERNA Control
GOLDEN, RANDAL, LAWRENCEIMANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICERNA Control
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
ZAPFEL, STACIE, J'ANNICHIEF COMPLIANCE OFFICERNA
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEOWNERE Control
FGMK ADVISORY, LLCDEOWNERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEOWNERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK ADVISORY, LLCDEMEMBERE Control
FGMK BUSINESS HOLDINGS, LLSDEOWNERE Control
FGMK BUSINESS HOLDINGS, LLSDEOWNERE Control
FGMK BUSINESS HOLDINGS, LLSDEOWNERE Control
GOLDEN, RANDAL, LAWRENCEIPRESIDENT AND CCOE Control
GOLDEN, RANDAL, LAWRENCEIPRESIDENT AND CCOE Control
GOLDEN, RANDAL, LAWRENCEIPRESIDENT AND CCOE Control
GOLDEN, RANDAL, LAWRENCEIPRESIDENTE Control
DONATO, MARIO, JIMANAGERD Control
DONATO, MARIO, JIMANAGERD Control
DONATO, MARIO, JIMANAGERD Control
DONATO, MARIO, JIMANAGERD Control
DONATO, MARIO, JIMANAGERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEOWNERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
FGMK ADVISORY, LLCDEMEMBERD Control
PRESERVATION CAPITAL PARTNERS, LTD.DEOWNERD Control
PRESERVATION CAPITAL PARTNERS, LTD.DEOWNERD Control
PRESERVATION CAPITAL PARTNERS, LTD.DEOWNERD Control
PRESERVATION CAPITAL PARTNERS, LTD.DEOWNERD Control
PRESERVATION CAPITAL PARTNERS, LTD.DEOWNERD Control
PRESERVATION CAPITAL PARTNERS, LTD.DEOWNERD Control
PRESERVATION CAPITAL PARTNERS, LTD.DEOWNERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
RUTILI, VIRGIL, JOHNIMEMBERD Control
FGMK INVESTMENTS, LLCDEMEMBERA
FGMK INVESTMENTS, LLCDEMEMBERA
FGMK INVESTMENTS, LLCDEMEMBERA
FGMK INVESTMENTS, LLCDEMEMBERA
FGMK INVESTMENTS, LLCDEMEMBERA
FGMK INVESTMENTS, LLCDEMEMBERA
FGMK INVESTMENTS, LLCDEMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
BARRY R. GOLDBERGDEFGMK ADVISORY, LLCF Control
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK PRESERVATION CAPITAL PARTNERS, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
FGMK INVESTMENTS, LLCDEFGMK ADVISORY, LLCF
MARIO J DONATO, P.C.DEFGMK ADVISORY, LLCF Control
MARIO J DONATO, P.C.DEFGMK ADVISORY, LLCF Control
MARIO J DONATO, P.C.DEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
MARIO J. DONATODEFGMK ADVISORY, LLCF Control
STEVEN R KOLBER, P.C.DEFGMK ADVISORY, LLCF Control
STEVEN R KOLBER, P.C.DEFGMK ADVISORY, LLCF Control
STEVEN R KOLBER, P.C.DEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
STEVEN R. KOLBERDEFGMK ADVISORY, LLCF Control
FGMK ADVISORY, LLCDEFGMK PRESERVATION CAPITAL PARTNERS, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK BUSINESS HOLDINGS, LLCDEFGMK ADVISORY, LLCE
FGMK, LLCDEFGMK ADVISORY, LLCE
FGMK, LLCDEFGMK ADVISORY, LLCE
FGMK, LLCDEFGMK ADVISORY, LLCE
FGMK, LLCDEFGMK ADVISORY, LLCE
FGMK, LLCDEFGMK ADVISORY, LLCE
FGMK, LLCDEFGMK ADVISORY, LLCE
RANDAL L. GOLDENDEPRESERVATION CAPITAL PARTNERS, LTD.E Control
RANDAL L. GOLDENDEPRESERVATION CAPITAL PARTNERS, LTD.E Control
RANDAL L. GOLDENDEPRESERVATION CAPITAL PARTNERS, LTD.E Control
RANDAL L. GOLDENDEPRESERVATION CAPITAL PARTNERS, LTD.E Control
RANDAL L. GOLDENDEPRESERVATION CAPITAL PARTNERS, LTD.E Control
RANDAL L. GOLDENDEPRESERVATION CAPITAL PARTNERS, LTD.E Control
RANDAL L. GOLDENDEPRESERVATION CAPITAL PARTNERS, LTD.E Control
FGMK, LLCDEFGMK ADVISORY, LLCD
FGMK, LLCDEFGMK ADVISORY, LLCD
FGMK, LLCDEFGMK ADVISORY, LLCD
FGMK, LLCDEFGMK ADVISORY, LLCD
FGMK, LLCDEFGMK ADVISORY, LLCD

Registrations

Federal

IA
Sep 11, 2025 REGISTERED

Notice Filings (35)

AK AZ CA CO CT DC DE FL GA IL IN KS KY MA MD ME MI MN MO MS NC NJ NM NV NY OH OK OR PA RI SC TX VA WA WI

Address

333 W. WACKER DRIVE
6TH FLOOR
CHICAGO, IL 60606
United States
Phone: 312-429-6100