← Directory
CENTENNIAL WEALTH ADVISORY, LLC
CRD 138054File 801-113464
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$397.1M
Below cohort median (national)
Discretionary AUM
$397.1M
Clients
1,354
3,164 accounts
Employees
15
Above cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 18, 2018
- Principal office
- 701 THIRD STREET, TRAVERSE CITY, MI, 49684
- Phone
- 231-995-9575
- Website
- HTTPS://CEN-WEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $397.1M
- Discretionary AUM
- $397.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,164
- Non-discretionary accounts
- 0
- Total accounts
- 3,164
- AUM per client
- $293K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $105.4M |
| State or municipal government entities | Fewer than 5 | $100K |
| Individuals (other than high net worth individuals) | 1,279 | $291.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 14 | 15 | increased by1 |
| May 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Feb 1, 2026 | Clients | 1,154 | 1,354 | increased by200 |
| Feb 1, 2026 | AUM | $311,057,049 | $397,056,084 | increased by$85,999,035 |
| Feb 1, 2026 | Accounts | 2,723 | 3,164 | increased by441 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,004 | 1,154 | increased by150 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $249,114,644 | $311,057,049 | increased by$61,942,405 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,294 | 2,723 | increased by429 |
| Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Feb 1, 2022 | Employees | 12 | 11 | decreased by1 |
| Feb 1, 2022 | Clients | 812 | 1,004 | increased by192 |
| Feb 1, 2022 | AUM | $175,340,054 | $249,114,644 | increased by$73,774,590 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CENTENNIAL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTENNIAL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.