Centerline Wealth Advisors, LLC
Centerline Wealth Advisors, LLC is an SEC-registered wealth manager in Louisville, KY with $326.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Centerline Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164485, SEC 801-76852, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $326.0M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Louisville, KY
- Employees
- 8
- Clients
- 268
- CRD
- 164485
- Ownership
- KOVACHIK, HEATHER, RENEE; FLOOD, KEITH, OWEN; INTERIM HOLDINGS, LLC; PRO TEM HOLDINGS, LLC; ARNOLD, ANDREW, WILLIAM
How much AUM does Centerline Wealth Advisors, LLC have?
Centerline Wealth Advisors, LLC reported $326.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Centerline Wealth Advisors, LLC?
Disclosed owners and executives of Centerline Wealth Advisors, LLC include KOVACHIK, HEATHER, RENEE, FLOOD, KEITH, OWEN, INTERIM HOLDINGS, LLC, PRO TEM HOLDINGS, LLC, ARNOLD, ANDREW, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.