Centric Wealth Management, LLC
● SEC registered since 2005CRD 133877SEC# 801-63837Chicago, IL
Reg. AUM
$792.9M
Employees
15
Accounts
1,590
Location
Chicago, IL
Centric Wealth Management, LLC assets under management
Centric Wealth Management, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2005. It reports $792.9 million in regulatory assets under management and employs 15 people.
Centric Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fgmk Advisory, LLC Control | Member | 50-75% | 2006 |
| Stacie J'Ann Zapfel | Chief Compliance Officer | Under 5% | 2012 |
| Virgil John Rutili Control | Member | 50-75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Centric Wealth Management, LLC manage?
Centric Wealth Management, LLC reports $792.9 million in regulatory assets under management on its Form ADV.
How many employees does Centric Wealth Management, LLC have?
Centric Wealth Management, LLC reports 15 employees.
Where is Centric Wealth Management, LLC located?
Centric Wealth Management, LLC is based in Chicago, IL and has been SEC-registered since 2005.
Does Centric Wealth Management, LLC disclose fund performance?
Centric Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 W. Wacker Drive, 6th Floor, Chicago, IL 60606 |
| Phone | 312-429-6100 |
| Fax | 312-429-6110 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1752761 |
| Discloses disciplinary history | No |
Regulatory AUM
$792.9M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$792.9Mregulatory AUM
Discretionary $792.9M