Centricity Wealth Management, LLC
CRD 165664SEC# 801-77519Westerville, OH
No longer SEC-registered. Centricity Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$185.9M
Employees
3
Accounts
558
Location
Westerville, OH
Centricity Wealth Management, LLC assets under management
Centricity Wealth Management, LLC is an SEC-registered investment adviser based in Westerville, OH. It reports $185.9 million in regulatory assets under management and employs 3 people.
Centricity Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher John Ciehanski Control | Managing Member & Chief Compliance Officer | 50-75% | 2012 |
| Wendy Kathleen Ciehanski Control | Managing Member | 50-75% | 2012 |
Frequently asked questions
How much does Centricity Wealth Management, LLC manage?
Centricity Wealth Management, LLC reports $185.9 million in regulatory assets under management on its Form ADV.
How many employees does Centricity Wealth Management, LLC have?
Centricity Wealth Management, LLC reports 3 employees.
Where is Centricity Wealth Management, LLC located?
Centricity Wealth Management, LLC is based in Westerville, OH.
Does Centricity Wealth Management, LLC disclose fund performance?
Centricity 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 | 515 Executive Campus Drive, Suite 100, Westerville, OH 43082 |
| Office hours | M-Th: 8:30a.m. - 4:45p.m.; Fri: 8:30a.m. - 4:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$185.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$185.9Mregulatory AUM
Discretionary $185.7MNon-discretionary $221K