CENTENNIAL WEALTH ADVISORY, LLC
CRD #138054 SEC #801-113464 TRAVERSE CITY, MI 231-995-9575
SEC Registered
Total AUM
$311.1M
Discretionary
$311.1M
Employees
15
Clients
--
Accounts
2,723
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $311.1M | $311.1M | $0 | 15 | 0 |
| Jun 2025 | $311.1M | $311.1M | $0 | 14 | 0 |
| Jan 2025 | $311.1M | $311.1M | $0 | 13 | 0 |
| Aug 2024 | $244.8M | $244.8M | $0 | 13 | 0 |
| Jul 2024 | $244.8M | $244.8M | $0 | 12 | 0 |
| May 2024 | $244.8M | $244.8M | $0 | 11 | 0 |
| Jan 2024 | $244.8M | $244.8M | $0 | 10 | 0 |
| Sep 2023 | $230.4M | $230.4M | $0 | 10 | 0 |
| Jun 2023 | $230.4M | $230.4M | $0 | 9 | 0 |
| Jan 2023 | $230.4M | $230.4M | $0 | 10 | 0 |
| Sep 2022 | $249.1M | $249.1M | $0 | 10 | 0 |
| Apr 2022 | $249.1M | $249.1M | $0 | 10 | 0 |
| Jan 2022 | $249.1M | $249.1M | $0 | 11 | 0 |
| Jan 2022 | $249.1M | $249.1M | $0 | 11 | 0 |
| Jan 2022 | $249.1M | $249.1M | $0 | 12 | 0 |
| Jan 2022 | $175.3M | $175.3M | $0 | 12 | 0 |
| Jan 2021 | $175.3M | $175.3M | $0 | 12 | 0 |
| Aug 2020 | $142.5M | $142.5M | $0 | 12 | 0 |
| May 2020 | $142.5M | $142.5M | $0 | 13 | 0 |
| May 2020 | $142.5M | $142.5M | $0 | 13 | 0 |
| Apr 2020 | $142.5M | $142.5M | $0 | 13 | 0 |
| Apr 2020 | $142.5M | $142.5M | $0 | 13 | 0 |
| Feb 2020 | $158.8M | $158.8M | $0 | 13 | 0 |
| Jan 2020 | $145.8M | $145.8M | $0 | 13 | 0 |
| Oct 2019 | $145.8M | $145.8M | $0 | 12 | 0 |
| Aug 2019 | $145.8M | $145.8M | $0 | 12 | 0 |
| Jul 2019 | $130.3M | $130.3M | $0 | 12 | 0 |
| May 2019 | $130.3M | $130.3M | $0 | 14 | 0 |
| Mar 2019 | $130.3M | $130.3M | $0 | 14 | 0 |
| Jan 2019 | $156M | $156M | $0 | 14 | 0 |
| Oct 2018 | $156M | $156M | $0 | 14 | 0 |
| Sep 2018 | $156M | $156M | $0 | 14 | 0 |
| Jun 2018 | $156M | $156M | $0 | 13 | 0 |
| Jun 2018 | $156M | $156M | $0 | 13 | 0 |
| May 2018 | $156M | $156M | $0 | 13 | 0 |
DateNov 2025
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees15
Clients0
DateJun 2025
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees14
Clients0
DateJan 2025
Total AUM$311.1M
Discretionary$311.1M
Non-Disc.$0
Employees13
Clients0
DateAug 2024
Total AUM$244.8M
Discretionary$244.8M
Non-Disc.$0
Employees13
Clients0
DateJul 2024
Total AUM$244.8M
Discretionary$244.8M
Non-Disc.$0
Employees12
Clients0
DateMay 2024
Total AUM$244.8M
Discretionary$244.8M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$244.8M
Discretionary$244.8M
Non-Disc.$0
Employees10
Clients0
DateSep 2023
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees10
Clients0
DateJun 2023
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2022
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2022
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees10
Clients0
DateJan 2022
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees11
Clients0
DateJan 2022
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees12
Clients0
DateJan 2022
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees12
Clients0
DateJan 2021
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees12
Clients0
DateAug 2020
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees13
Clients0
DateMay 2020
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees13
Clients0
DateApr 2020
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees13
Clients0
DateFeb 2020
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees13
Clients0
DateJan 2020
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees13
Clients0
DateOct 2019
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees12
Clients0
DateAug 2019
Total AUM$145.8M
Discretionary$145.8M
Non-Disc.$0
Employees12
Clients0
DateJul 2019
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees12
Clients0
DateMay 2019
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$130.3M
Discretionary$130.3M
Non-Disc.$0
Employees14
Clients0
DateJan 2019
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees14
Clients0
DateOct 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees14
Clients0
DateSep 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees14
Clients0
DateJun 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees13
Clients0
DateJun 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees13
Clients0
DateMay 2018
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees13
Clients0