RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAER, JASON, GLENNIMANAGING MEMBERD Control
BAER, JASON, GLENNIMANAGING MEMBERD Control
BAER, JASON, GLENNIMANAGING MEMBERD Control
BAER, JASON, GLENNIMANAGING MEMBERD Control
BAER, JASON, GLENNIMANAGING MEMBERD Control
BAER, JASON, GLENNIMANAGING MEMBER, CCOD Control
BAER, JASON, GLENNIMANAGING MEMBER, CCOD Control
BAER, JASON, GLENNIMANAGING MEMBER, CCOD Control
LEATHERWOOD, AARON, FRANKLINIMANAGING MEMBERD Control
LEATHERWOOD, AARON, FRANKLINIMANAGING MEMBERD Control
Leatherwood, AaronIMANAGING MEMBERD Control
POLLARD, BEAU, JUSTINIMANAGING MEMBER, CCOD Control
POLLARD, BEAU, JUSTINIMANAGING MEMBER, CCOD Control
POLLARD, BEAU, JUSTINIMANAGING MEMBER, CCOD Control
POLLARD, BEAU, JUSTINIMANAGING MEMBER, CCOD Control
POLLARD, BEAU, JUSTINIMANAGING MEMBER, CCOD Control

Registrations

Federal

IA
Feb 5, 2025 REGISTERED

Notice Filings (4)

CO GA NC TX

Address

6400 S FIDDLERS GREEN CIR STE. 300
GREENWOOD VILLAGE, CO 80111
United States
Phone: 720-296-5495