Centerpiece Wealth Advisor L.L.C.
● SEC registered since 2024CRD 296956SEC# 801-129631Greenwood Village, CO
Reg. AUM
$138.6M
Employees
2
Accounts
312
Location
Greenwood Village, CO
Centerpiece Wealth Advisor L.L.C. assets under management
Centerpiece Wealth Advisor L.L.C. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2024. It reports $138.6 million in regulatory assets under management and employs 2 people.
Centerpiece Wealth Advisor L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Franklin Leatherwood Control | Managing Member | 50-75% | 2021 |
| Jason Glenn Baer Control | Managing Member, Cco | 50-75% | 2017 |
Frequently asked questions
How much does Centerpiece Wealth Advisor L.L.C. manage?
Centerpiece Wealth Advisor L.L.C. reports $138.6 million in regulatory assets under management on its Form ADV.
How many employees does Centerpiece Wealth Advisor L.L.C. have?
Centerpiece Wealth Advisor L.L.C. reports 2 employees.
Where is Centerpiece Wealth Advisor L.L.C. located?
Centerpiece Wealth Advisor L.L.C. is based in Greenwood Village, CO and has been SEC-registered since 2024.
Does Centerpiece Wealth Advisor L.L.C. disclose fund performance?
Centerpiece Wealth Advisor L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111 |
| Phone | 720-296-5495 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$138.6M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$138.6Mregulatory AUM
Discretionary $113.1MNon-discretionary $25.5M