RIA Intel›Advisers›Pennsylvania›CENTERVIEW WEALTH ADVISORS, LLC

CENTERVIEW WEALTH ADVISORS, LLC

Advisory

PITTSBURGH, PA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in PA
#773
of 1,528 advisers by AUM
Average account
$873K
across 165 accounts
AUM per adviser
$29M
5 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$144M
Discretionary %
95%
Clients
165
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$144M
Discretionary AUM$137M
Non-Discretionary AUM$7M
Discretionary %95%
Total Clients165
Team
Total Employees5
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

ADDISON CAPITAL MANAGEMENT LLC
PHILADELPHIA, PA
$144M
-26.5% 1Y
VILLANOVA INVESTMENT MANAGEMENT COMPANY, LLC
WAYNE, PA
$144M
+466.0% 1Y
LYNCH INVESTMENT PLANNING, LLC
NEWTOWN SQUARE, PA
$143M
TFG WEALTH MANAGEMENT, LLC
NEWTOWN, PA
$143M
-6.1% 1Y
SHERMAN FINANCIAL INC
PHILADELPHIA, PA
$143M
+8.9% 1Y
THE MUSUNEGGI FINANCIAL GROUP, LLC
CANONSBURG, PA
$146M

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