Centerline Wealth Advisors, LLC
● SEC registered since 2012CRD 164485SEC# 801-76852Louisville, KY
Reg. AUM
$326M
Employees
8
Accounts
819
Location
Louisville, KY
Centerline Wealth Advisors, LLC assets under management
Centerline Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Louisville, KY. The firm has been registered since 2012. It reports $326 million in regulatory assets under management and employs 8 people.
Centerline Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew William Arnold Control | Managing Member/Chief Executive Officer | Over 75% | 2015 |
| Matthew Charles Hunt | Chief Operations Officer & Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Centerline Wealth Advisors, LLC manage?
Centerline Wealth Advisors, LLC reports $326 million in regulatory assets under management on its Form ADV.
How many employees does Centerline Wealth Advisors, LLC have?
Centerline Wealth Advisors, LLC reports 8 employees.
Where is Centerline Wealth Advisors, LLC located?
Centerline Wealth Advisors, LLC is based in Louisville, KY and has been SEC-registered since 2012.
Does Centerline Wealth Advisors, LLC disclose fund performance?
Centerline Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10200 Forest Green Blvd., Suite 306, Louisville, KY 40223 |
| Phone | (502) 242-1561 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 180205 |
| Discloses disciplinary history | No |
Regulatory AUM
$326M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$326Mregulatory AUM
Discretionary $325.3MNon-discretionary $729K