RIA Intel›Advisers›Illinois›CENTRIC WEALTH MANAGEMENT, LLC

CENTRIC WEALTH MANAGEMENT, LLC

Advisory

N·CHICAGO, IL

Data as of Feb 25, 2026 · Source: SEC Form ADV

Total AUM

$793M

1-Year AUM Growth

+10.1%

3-Year CAGR

+11.3%

Employees

8

Assets Under Management

Total AUM$793M

Discretionary AUM$793M

Non-Discretionary AUM$0

Discretionary %99.8%

Total Clients560

Team

Total Employees8

Investment Advisers15

Employee Growth (1Y)+166.7%

Filing History

Total Filings on Record62

First FilingMay 9, 2005

Latest FilingFeb 25, 2026

🔒 Full AUM trend chart and 62 historical filings spanning 21+ 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 CENTRIC WEALTH MANAGEMENT, LLC

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