CENTURION WEALTH MANAGEMENT

7901 Jones Branch Drive
Suite 230
Mclean, Virginia 22102
Tel: 571-765-1890

About CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT, formally registered with the SEC as CENTURION WEALTH MANAGEMENT. The firm was established in 01/07/2022. They have over 2 offices throughout the country.

CENTURION WEALTH MANAGEMENT is a Mclean, Virginia based Financial Planning firm with nearly $591,419,565 assets under management, offering retirement planning & investment advisory services to 1655 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317929
SEC#	801-123007
Assets Managed by Firm	$591,419,565
No. of Clients	1655
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1655	$591,419,565
Individuals (other than high net worth individuals)	315	$115,126,517
High net worth individuals	156	$450,196,596
Pension and profit sharing plans	12	$25,713,824
Charitable organizations	1	$300,326
Corporations or other businesses	1	$82,302

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