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CENTERLINE WEALTH ADVISORS, LLC
CRD 164485File 801-76852
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$326.0M
Below cohort median (national)
Discretionary AUM
$325.3M
Non-discretionary $729K
Clients
267
819 accounts
Employees
8
Below cohort median in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 28, 2012
- Principal office
- 10200 FOREST GREEN BLVD., SUITE 306, LOUISVILLE, KY, 40223
- Phone
- (502) 242-1561
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $326.0M
- Discretionary AUM
- $325.3M
- Non-discretionary AUM
- $729K
- Discretionary accounts
- 818
- Non-discretionary accounts
- 1
- Total accounts
- 819
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $9.1M |
| High net worth individuals | 97 | $300.7M |
| Pension and profit sharing plans | Fewer than 5 | $729K |
| Individuals (other than high net worth individuals) | 162 | $12.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 268 | 267 | decreased by1 |
| Mar 1, 2026 | Employees | 6 | 8 | increased by2 |
| Mar 1, 2026 | Clients | 274 | 268 | decreased by6 |
| Mar 1, 2026 | AUM | $293,280,909 | $326,036,978 | increased by$32,756,069 |
| Mar 1, 2026 | Accounts | 811 | 819 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 7 | 6 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 266 | 274 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $231,139,543 | $293,280,909 | increased by$62,141,366 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 729 | 811 | increased by82 |
| Feb 1, 2022 | Employees | 4 | 5 | increased by1 |
| Feb 1, 2022 | Clients | 253 | 266 | increased by13 |
| Feb 1, 2022 | AUM | $200,415,125 | $231,139,543 | increased by$30,724,418 |
| Feb 1, 2022 | Accounts | 681 | 729 | increased by48 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CENTERLINE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTERLINE 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.