RIA Intelligence

CENTRICA WEALTH MANAGEMENT, LLC

Legal name: CENTRICA WEALTH MANAGEMENT

CRD #335042 SEC #801-132188 MIAMI, FL 305-686-7910
SEC Registered
Total AUM
$475.8M
Discretionary
$432.6M
Employees
3
Clients
10
Accounts
34

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 8, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GONZALEZ, CARLOS, JAVIERICHIEF COMPLIANCE OFFICERNA
GONZALEZ, CARLOS, JAVIERICHIEF COMPLIANCE OFFICERNA
GONZALEZ, CARLOS, JAVIERICHIEF COMPLIANCE OFFICERNA
Gambirazio, Alejandro, GustavoIMANAGER; CHIEF EXECUTIVE OFFICERNA Control
Gambirazio, Alejandro, GustavoIMANAGER; CHIEF EXECUTIVE OFFICERNA Control
Gambirazio, Alejandro, GustavoIMANAGER; CHIEF EXECUTIVE OFFICERNA Control
Urrutia Grana, JesusIMANAGER; CHIEF INVESTMENT OFFICERNA Control
Urrutia Grana, JesusIMANAGER; CHIEF INVESTMENT OFFICERNA Control
Urrutia Grana, JesusIMANAGER; CHIEF INVESTMENT OFFICERNA Control
CASTRO, FRANCOIMANAGING MEMBER AND CCOE Control
CASTRO, FRANCOIMANAGING MEMBER AND CCOE Control
CASTRO, FRANCOIMANAGING MEMBER AND CCOE Control
CASTRO, FRANCOIMANAGING MEMBER AND CCOE Control
CASTRO, FRANCOIMANAGING MEMBER AND CCOE Control
CENTRICA FINANCIAL GROUP, LLCDEMEMBER;OWNERE Control
CENTRICA FINANCIAL GROUP, LLCDEMEMBER;OWNERE Control
CENTRICA FINANCIAL GROUP, LLCDEMEMBER;OWNERE Control

Registrations

Federal

IA
Jul 8, 2025 REGISTERED

Notice Filings (1)

FL

Address

1200 BRICKELL AVENUE
SUITE 1700B
MIAMI, FL 33131
United States
Phone: 305-686-7910