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CENTRICA WEALTH MANAGEMENT
Legal name: CENTRICA WEALTH MANAGEMENT, LLC
CRD 335042File 801-132188
APPROVED
Retail clients
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$627.4M
Above cohort median (national)
Discretionary AUM
$570.0M
Non-discretionary $57.4M
Clients
14
45 accounts
Employees
3
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 14, 2025
- Principal office
- 1200 BRICKELL AVENUE, SUITE 1700B, MIAMI, FL, 33131
- Phone
- 305-686-7910
- Website
- https://centricafg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $627.4M
- Discretionary AUM
- $570.0M
- Non-discretionary AUM
- $57.4M
- Discretionary accounts
- 32
- Non-discretionary accounts
- 13
- Total accounts
- 45
- AUM per client
- $44.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $627.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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.