← Directory
CENTENNIAL WEALTH ADVISORY, LLC
CRD 138054File 801-113464
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.