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CENTERED FINANCIAL LLC

Advisory

CARLSBAD, CA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in CA
#3,070
of 5,480 advisers by AUM
Average account
$449K
across 167 accounts
AUM per adviser
$37M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$75M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$75M
Discretionary AUM$75M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients167
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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