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CENTERPIECE WEALTH ADVISOR
Legal name: CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956File 801-129631
APPROVED
Retail clients
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$138.6M
Bottom 25% of cohort (national)
Discretionary AUM
$113.1M
Non-discretionary $25.5M
Clients
75
312 accounts
Employees
2
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 21, 2024
- Principal office
- 6400 S FIDDLERS GREEN CIR STE. 300, GREENWOOD VILLAGE, CO, 80111
- Phone
- 720-296-5495
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.6M
- Discretionary AUM
- $113.1M
- Non-discretionary AUM
- $25.5M
- Discretionary accounts
- 276
- Non-discretionary accounts
- 36
- Total accounts
- 312
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $120.6M |
| Individuals (other than high net worth individuals) | 37 | $18.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|
| 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.