CENTERLINE WEALTH ADVISORS, LLC
CRD #164485 SEC #801-76852 LOUISVILLE, KY (502) 242-1561
SEC Registered
Total AUM
$293.3M
Discretionary
$290.5M
Employees
6
Clients
1
Accounts
811
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $293.3M | $290.5M | $2.8M | 6 | 0 |
| Oct 2025 | $293.3M | $290.5M | $2.8M | 7 | 0 |
| Feb 2025 | $293.3M | $290.5M | $2.8M | 7 | 0 |
| Sep 2024 | $261M | $258.5M | $2.5M | 7 | 14 |
| Feb 2024 | $261M | $258.5M | $2.5M | 7 | 14 |
| Sep 2023 | $207.8M | $205.7M | $2.1M | 7 | 0 |
| Jan 2023 | $207.8M | $205.7M | $2.1M | 7 | 0 |
| Nov 2022 | $231.1M | $229.1M | $2M | 5 | 0 |
| Sep 2022 | $231.1M | $229.1M | $2M | 5 | 0 |
| May 2022 | $231.1M | $229.1M | $2M | 5 | 0 |
| Jan 2022 | $231.1M | $229.1M | $2M | 5 | 0 |
| Nov 2021 | $200.4M | $200.4M | $0 | 4 | 0 |
| Sep 2021 | $200.4M | $200.4M | $0 | 4 | 0 |
| May 2021 | $200.4M | $200.4M | $0 | 4 | 0 |
| Feb 2021 | $200.4M | $200.4M | $0 | 4 | 0 |
| Aug 2020 | $183.8M | $183.8M | $0 | 5 | 0 |
| Aug 2020 | $183.8M | $183.8M | $0 | 5 | 0 |
| Jun 2020 | $183.8M | $183.8M | $0 | 5 | 0 |
| Jun 2020 | $183.8M | $183.8M | $0 | 5 | 0 |
| Jan 2020 | $183.8M | $183.8M | $0 | 5 | 0 |
| Nov 2019 | $166.3M | $166.3M | $0 | 5 | 0 |
| Aug 2019 | $166.3M | $166.3M | $0 | 5 | 0 |
| Mar 2019 | $148.9M | $148.9M | $0 | 5 | 0 |
| Mar 2018 | $153M | $153M | $0 | 4 | 3 |
| Feb 2017 | $124.8M | $124.8M | $0 | 4 | 200 |
| Oct 2016 | $116.4M | $116.4M | $0 | 4 | 200 |
| Jul 2016 | $116.4M | $116.4M | $0 | 4 | 200 |
| Jan 2016 | $105.8M | $105.8M | $0 | 4 | 200 |
| Sep 2015 | $128.2M | $111.5M | $16.7M | 4 | 200 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
DateNov 2025
Total AUM$293.3M
Discretionary$290.5M
Non-Disc.$2.8M
Employees6
Clients0
DateOct 2025
Total AUM$293.3M
Discretionary$290.5M
Non-Disc.$2.8M
Employees7
Clients0
DateFeb 2025
Total AUM$293.3M
Discretionary$290.5M
Non-Disc.$2.8M
Employees7
Clients0
DateSep 2024
Total AUM$261M
Discretionary$258.5M
Non-Disc.$2.5M
Employees7
Clients14
DateFeb 2024
Total AUM$261M
Discretionary$258.5M
Non-Disc.$2.5M
Employees7
Clients14
DateSep 2023
Total AUM$207.8M
Discretionary$205.7M
Non-Disc.$2.1M
Employees7
Clients0
DateJan 2023
Total AUM$207.8M
Discretionary$205.7M
Non-Disc.$2.1M
Employees7
Clients0
DateNov 2022
Total AUM$231.1M
Discretionary$229.1M
Non-Disc.$2M
Employees5
Clients0
DateSep 2022
Total AUM$231.1M
Discretionary$229.1M
Non-Disc.$2M
Employees5
Clients0
DateMay 2022
Total AUM$231.1M
Discretionary$229.1M
Non-Disc.$2M
Employees5
Clients0
DateJan 2022
Total AUM$231.1M
Discretionary$229.1M
Non-Disc.$2M
Employees5
Clients0
DateNov 2021
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$166.3M
Discretionary$166.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$148.9M
Discretionary$148.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$153M
Discretionary$153M
Non-Disc.$0
Employees4
Clients3
DateFeb 2017
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees4
Clients200
DateOct 2016
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees4
Clients200
DateJul 2016
Total AUM$116.4M
Discretionary$116.4M
Non-Disc.$0
Employees4
Clients200
DateJan 2016
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees4
Clients200
DateSep 2015
Total AUM$128.2M
Discretionary$111.5M
Non-Disc.$16.7M
Employees4
Clients200
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0