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CENTURION WEALTH MANAGEMENT
Legal name: CENTURION WEALTH MANAGEMENT, LLC
CRD 317929File 801-123007
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$786.2M
Above cohort median (national)
Discretionary AUM
$738.5M
Non-discretionary $47.7M
Clients
415
1,504 accounts
Employees
13
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 7, 2022
- Principal office
- 7901 JONES BRANCH DRIVE, SUITE 230, MCLEAN, VA, 22102
- Phone
- 571-765-1890
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $786.2M
- Discretionary AUM
- $738.5M
- Non-discretionary AUM
- $47.7M
- Discretionary accounts
- 1,471
- Non-discretionary accounts
- 33
- Total accounts
- 1,504
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 170 | $624.8M |
| Business development companies | 1 | $326K |
| Pension and profit sharing plans | 9 | $26.9M |
| Individuals (other than high net worth individuals) | 235 | $134.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- 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 |
|---|---|---|---|---|
| Sep 26, 2026 | Clients | 440 | 415 | decreased by25 |
| Sep 26, 2026 | AUM | $784,007,566 | $786,188,183 | increased by$2,180,617 |
| Sep 26, 2026 | Accounts | 1,604 | 1,504 | decreased by100 |
| Jun 1, 2026 | Employees | 13 | 14 | increased by1 |
| May 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Feb 1, 2026 | Clients | 544 | 440 | decreased by104 |
| Feb 1, 2026 | AUM | $741,181,353 | $784,007,566 | increased by$42,826,213 |
| Feb 1, 2026 | Accounts | 1,611 | 1,604 | decreased by7 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 14 | 15 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 485 | 544 | increased by59 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $591,419,565 | $741,181,353 | increased by$149,761,788 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,655 | 1,611 | decreased by44 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 14 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CENTURION WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CENTURION 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.