Centurion Wealth Management, LLC
● SEC registered since 2022CRD 317929SEC# 801-123007McLean, VA
Reg. AUM
$786.2M
Employees
13
Accounts
1,504
Location
McLean, VA
About Centurion Wealth Management
Centurion Wealth Management is an independent financial planning firm serving entrepreneurs, corporate executives, and independent women. Services described include investment management, tax and estate planning, cash-flow analysis, and life-stage planning with an emphasis on transparency.
Summary based on the firm’s website.
Centurion Wealth Management, LLC assets under management
Centurion Wealth Management, LLC is an investment advisory firm registered with the SEC based in McLean, VA. The firm has been registered since 2022. It reports $786.2 million in regulatory assets under management and employs 13 people.
Centurion Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jill H Grimes | Chief Compliance Officer | Under 5% | 2023 |
| Mark Coleman McKaig Control | Partner / Elected Manager / Co-President | 25-50% | 2015 |
| Sterling Dwight Neblett Control | Founding Partner / Elected Manager / Co-President | 25-50% | 2015 |
| Wendy Ann Payne Control | Founding Partner / Elected Manager / Co-President | 25-50% | 2015 |
Frequently asked questions
How much does Centurion Wealth Management, LLC manage?
Centurion Wealth Management, LLC reports $786.2 million in regulatory assets under management on its Form ADV.
How many employees does Centurion Wealth Management, LLC have?
Centurion Wealth Management, LLC reports 13 employees.
Where is Centurion Wealth Management, LLC located?
Centurion Wealth Management, LLC is based in McLean, VA and has been SEC-registered since 2022.
Does Centurion Wealth Management, LLC disclose fund performance?
Centurion 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 | 7901 Jones Branch Drive, Suite 230, McLean, VA 22102 |
| Phone | 571-765-1890 |
| Fax | 571-403-9414 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 317929 |
| Discloses disciplinary history | No |
Regulatory AUM
$786.2M▲ 33%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,389 advisers
EmployeesTop 34%
More than 66% of 16,799 advisers
Assets under management
$786.2Mregulatory AUM
Discretionary $738.5MNon-discretionary $47.7M