Centennial Wealth Advisory, LLC
Centennial Wealth Advisory, LLC is an SEC-registered mass-market adviser in Traverse City, MI with $397.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Centennial Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 138054, SEC 801-113464, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $397.1M (2026-04-28)
- Firm type
- Mass-Market Adviser
- Location
- Traverse City, MI
- Employees
- 14
- Clients
- 1,354
- CRD
- 138054
- Ownership
- TORBET, JONATHAN, THOMAS; REESE, MICHAEL, DUANE; CANFIELD, ARTHUR, ROLLAND; FLYNN, LAWRENCE, DAVID; Mooi, Luke, Leonard
How much AUM does Centennial Wealth Advisory, LLC have?
Centennial Wealth Advisory, LLC reported $397.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Centennial Wealth Advisory, LLC?
Disclosed owners and executives of Centennial Wealth Advisory, LLC include TORBET, JONATHAN, THOMAS, REESE, MICHAEL, DUANE, CANFIELD, ARTHUR, ROLLAND, FLYNN, LAWRENCE, DAVID, Mooi, Luke, Leonard. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.