Centerline Wealth Advisors, LLC

Centerline Wealth Advisors, LLC (CRD# 164485) is a financial advisory firm headquartered in Louisville, KY. They manage $116,395,000 in 679 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $171,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IN, KY, LA, TX

Financial Advisors at Centerline Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew C. Hunt
CRD#: 4586784
10200 Forest Green Blvd., Suite 311, Louisville, KY 40223
93
Wealthminder
score

Matthew Hunt (CRD# 4586784) is an Investment Advisor Representative working at Centerline Wealth Advisors, LLC in Louisville, KY and has over 14 years of experience in the finance industry.

2
Benjamin J. Doninger
CRD#: 6405018
10200 Forest Green Blvd., Suite 311, Louisville, KY 40223
87
Wealthminder
score

Benjamin Doninger (CRD# 6405018) is an Investment Advisor Representative working at Centerline Wealth Advisors, LLC in Louisville, KY and has over 2 years of experience in the finance industry.

3
Andrew W. Arnold
CRD#: 2424616
10200 Forest Green Blvd., Suite 311, Louisville, KY 40223
83
Wealthminder
score

Andrew Arnold (CRD# 2424616) is an Investment Advisor Representative working at Centerline Wealth Advisors, LLC in Louisville, KY and has over 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.