Center For Wealth Management Advisory
Center For Wealth Management Advisory is an SEC-registered mass-market adviser with $227.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Center For Wealth Management Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171221, SEC 801-112042, data through 2026-05-07.
- AUM (assets under management / regulatory AUM)
- $227.8M (2026-05-07)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 643
- CRD
- 171221
- Ownership
- WRIGHT, CHRISTOPHER, MICHAEL; FEIST, JASON, DANIEL
How much AUM does Center For Wealth Management Advisory have?
Center For Wealth Management Advisory reported $227.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-07).
Who owns Center For Wealth Management Advisory?
Disclosed owners and executives of Center For Wealth Management Advisory include WRIGHT, CHRISTOPHER, MICHAEL, FEIST, JASON, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.