Centennial Wealth Advisory, LLC
● SEC registered since 2018CRD 138054SEC# 801-113464Traverse City, MI
Reg. AUM
$397.1M
Employees
14
Accounts
3,164
Location
Traverse City, MI
Centennial Wealth Advisory, LLC assets under management
Centennial Wealth Advisory, LLC operates as an SEC-registered investment adviser based in Traverse City, MI. The firm has been registered since 2018. It reports $397.1 million in regulatory assets under management and employs 14 people.
Centennial Wealth Advisory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arthur Rolland Canfield Control | Member | 50-75% | 2018 |
| Jonathan Thomas Torbet Control | Member | 50-75% | 2018 |
| Luke Leonard Mooi Control | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Centennial Wealth Advisory, LLC manage?
Centennial Wealth Advisory, LLC reports $397.1 million in regulatory assets under management on its Form ADV.
How many employees does Centennial Wealth Advisory, LLC have?
Centennial Wealth Advisory, LLC reports 14 employees.
Where is Centennial Wealth Advisory, LLC located?
Centennial Wealth Advisory, LLC is based in Traverse City, MI and has been SEC-registered since 2018.
Does Centennial Wealth Advisory, LLC disclose fund performance?
Centennial Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Third Street, Traverse City, MI 49684 |
| Phone | 231-995-9575 |
| Fax | 231-995-9673 |
| Office hours | 8a.m. - 5p.m. (Et) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$397.1M▲ 28%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$397.1Mregulatory AUM
Discretionary $397.1M