RIA Intel›Advisers›CENTER FOR WEALTH MANAGEMENT LLC.

CENTER FOR WEALTH MANAGEMENT LLC.

Advisory

N·

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$228M

1-Year AUM Growth

-3.1%

3-Year CAGR

+3.6%

Employees

5

Assets Under Management

Total AUM$228M

Discretionary AUM$222M

Non-Discretionary AUM$6M

Discretionary %97.5%

Total Clients568

Team

Total Employees5

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingOct 17, 2017

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CENTER FOR WEALTH MANAGEMENT LLC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.