CENTRIC WEALTH MANAGEMENT, LLC

CRD 133877File 801-63837

APPROVED

Retail clients

Custody

Filing as of Jul 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$792.9M

Above cohort median (national)

Discretionary AUM

$792.9M

Clients

583

1,590 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Feb 7, 2005
Principal office: 333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, 60606
Phone: 312-429-6100
Website: https://faroadvisory.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $792.9M
Discretionary AUM: $792.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,590
Non-discretionary accounts: 0
Total accounts: 1,590
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$30.3M
Charitable organizations	2	$3.2M
High net worth individuals	126	$555.2M
Pension and profit sharing plans	7	$2.9M
Individuals (other than high net worth individuals)	442	$201.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.