CENTRICITY WEALTH MANAGEMENT, LLC
CRD #165664 SEC #801-77519 WESTERVILLE, OH 614-392-5155
SEC Registered
Total AUM
$185.9M
Discretionary
$185.7M
Employees
3
Clients
101
Accounts
558
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $185.9M | $185.7M | $221.4K | 3 | 2 |
| Sep 2024 | $160.2M | $53.8M | $106.4M | 3 | 1 |
| Mar 2024 | $160.2M | $53.8M | $106.4M | 3 | 1 |
| Dec 2023 | $155.8M | $50.2M | $105.6M | 3 | 5 |
| Mar 2023 | $155.8M | $50.2M | $105.6M | 3 | 5 |
| Mar 2023 | $155.8M | $50.2M | $105.6M | 3 | 5 |
| Dec 2022 | $178.5M | $96.4M | $82.1M | 2 | 5 |
| Mar 2022 | $178.5M | $96.4M | $82.1M | 2 | 5 |
| Mar 2021 | $156.1M | $87.2M | $68.9M | 2 | 5 |
| Jun 2020 | $128.6M | $65.4M | $63.3M | 2 | 5 |
| Mar 2020 | $128.6M | $65.4M | $63.3M | 2 | 5 |
| Apr 2019 | $133.3M | $55.1M | $78.3M | 3 | 6 |
| Mar 2019 | $133.3M | $55.1M | $78.3M | 3 | 6 |
| Mar 2018 | $145.1M | $60M | $85.1M | 2 | 4 |
| Mar 2017 | $129.7M | $51.7M | $78M | 2 | 150 |
| Mar 2016 | $120M | $51.7M | $68.3M | 2 | 150 |
| Mar 2015 | $119.7M | $51.7M | $68M | 2 | 150 |
| Sep 2014 | $117.3M | $46.5M | $70.9M | 2 | 141 |
| Mar 2014 | $117.3M | $46.5M | $70.9M | 2 | 141 |
| May 2013 | $101.4M | $35M | $66.4M | 2 | 0 |
| Jan 2013 | $0 | $0 | $0 | 2 | 0 |
| Dec 2012 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$185.9M
Discretionary$185.7M
Non-Disc.$221.4K
Employees3
Clients2
DateSep 2024
Total AUM$160.2M
Discretionary$53.8M
Non-Disc.$106.4M
Employees3
Clients1
DateMar 2024
Total AUM$160.2M
Discretionary$53.8M
Non-Disc.$106.4M
Employees3
Clients1
DateDec 2023
Total AUM$155.8M
Discretionary$50.2M
Non-Disc.$105.6M
Employees3
Clients5
DateMar 2023
Total AUM$155.8M
Discretionary$50.2M
Non-Disc.$105.6M
Employees3
Clients5
DateMar 2023
Total AUM$155.8M
Discretionary$50.2M
Non-Disc.$105.6M
Employees3
Clients5
DateDec 2022
Total AUM$178.5M
Discretionary$96.4M
Non-Disc.$82.1M
Employees2
Clients5
DateMar 2022
Total AUM$178.5M
Discretionary$96.4M
Non-Disc.$82.1M
Employees2
Clients5
DateMar 2021
Total AUM$156.1M
Discretionary$87.2M
Non-Disc.$68.9M
Employees2
Clients5
DateJun 2020
Total AUM$128.6M
Discretionary$65.4M
Non-Disc.$63.3M
Employees2
Clients5
DateMar 2020
Total AUM$128.6M
Discretionary$65.4M
Non-Disc.$63.3M
Employees2
Clients5
DateApr 2019
Total AUM$133.3M
Discretionary$55.1M
Non-Disc.$78.3M
Employees3
Clients6
DateMar 2019
Total AUM$133.3M
Discretionary$55.1M
Non-Disc.$78.3M
Employees3
Clients6
DateMar 2018
Total AUM$145.1M
Discretionary$60M
Non-Disc.$85.1M
Employees2
Clients4
DateMar 2017
Total AUM$129.7M
Discretionary$51.7M
Non-Disc.$78M
Employees2
Clients150
DateMar 2016
Total AUM$120M
Discretionary$51.7M
Non-Disc.$68.3M
Employees2
Clients150
DateMar 2015
Total AUM$119.7M
Discretionary$51.7M
Non-Disc.$68M
Employees2
Clients150
DateSep 2014
Total AUM$117.3M
Discretionary$46.5M
Non-Disc.$70.9M
Employees2
Clients141
DateMar 2014
Total AUM$117.3M
Discretionary$46.5M
Non-Disc.$70.9M
Employees2
Clients141
DateMay 2013
Total AUM$101.4M
Discretionary$35M
Non-Disc.$66.4M
Employees2
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0