CENTERPIECE WEALTH ADVISOR L.L.C.
Legal name: CENTERPIECE WEALTH ADVISOR
CRD #296956 SEC #801-129631 GREENWOOD VILLAGE, CO 720-296-5495
SEC Registered
Total AUM
$129.8M
Discretionary
$94.6M
Employees
2
Clients
51
Accounts
70
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $129.8M | $94.6M | $35.2M | 2 | 0 |
| Feb 2024 | $104M | $71M | $33M | 2 | 0 |
| Feb 2024 | $104M | $71M | $33M | 2 | 0 |
| Jan 2019 | $22M | $0 | $22M | 2 | 0 |
| Nov 2018 | $22M | $0 | $22M | 2 | 0 |
| Sep 2018 | $22M | $0 | $22M | 2 | 0 |
| Aug 2018 | $22M | $0 | $22M | 2 | 0 |
| Apr 2018 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$129.8M
Discretionary$94.6M
Non-Disc.$35.2M
Employees2
Clients0
DateFeb 2024
Total AUM$104M
Discretionary$71M
Non-Disc.$33M
Employees2
Clients0
DateFeb 2024
Total AUM$104M
Discretionary$71M
Non-Disc.$33M
Employees2
Clients0
DateJan 2019
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees2
Clients0
DateNov 2018
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees2
Clients0
DateSep 2018
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees2
Clients0
DateAug 2018
Total AUM$22M
Discretionary$0
Non-Disc.$22M
Employees2
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0