Center for Wealth Management LLC.
● SEC registered since 2017CRD 171221SEC# 801-112042
Reg. AUM
$227.8M
Employees
5
Accounts
1,356
Location
—
Center for Wealth Management LLC. assets under management
Center for Wealth Management LLC. is an investment advisory firm registered with the SEC. The firm has been registered since 2017. It reports $227.8 million in regulatory assets under management and employs 5 people.
Center for Wealth Management LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Michael Wright Control | Cco Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Center for Wealth Management LLC. manage?
Center for Wealth Management LLC. reports $227.8 million in regulatory assets under management on its Form ADV.
How many employees does Center for Wealth Management LLC. have?
Center for Wealth Management LLC. reports 5 employees.
Does Center for Wealth Management LLC. disclose fund performance?
Center for Wealth Management LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (513) 407-5430 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$227.8M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$227.8Mregulatory AUM
Discretionary $222.1MNon-discretionary $5.7M