Centerpiece Wealth Advisor
Centerpiece Wealth Advisor is an SEC-registered ria in Greenwood Village, CO with $138.6M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Centerpiece Wealth Advisor: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296956, SEC 801-129631, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $138.6M (2026-03-12)
- Firm type
- Ria
- Location
- Greenwood Village, CO
- Employees
- 2
- Clients
- 75
- CRD
- 296956
- Ownership
- Leatherwood, Aaron; BAER, JASON, GLENN; LEATHERWOOD, AARON, FRANKLIN; POLLARD, BEAU, JUSTIN
How much AUM does Centerpiece Wealth Advisor have?
Centerpiece Wealth Advisor reported $138.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Centerpiece Wealth Advisor?
Disclosed owners and executives of Centerpiece Wealth Advisor include Leatherwood, Aaron, BAER, JASON, GLENN, LEATHERWOOD, AARON, FRANKLIN, POLLARD, BEAU, JUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.