Centerview Wealth Advisors, LLC

Centerview Wealth Advisors, LLC (CRD# 173260) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $97,710,000 in 158 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
139 Freeport Road, Pittsburgh, PA 15215
https://www.cvwadvisors.com
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $618,418
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA, TX

Financial Advisors at Centerview Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Clinton Guyaux, financial advisor Pittsburgh PA
Clinton E. Guyaux
CRD#: 4252388
139 Freeport Road, Pittsburgh, PA 15215

Clinton Guyaux (CRD# 4252388) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 23 years of experience in the finance industry.

2
Matthew Guyaux, financial advisor Pittsburgh PA
Matthew J. Guyaux
CRD#: 6499435
139 Freeport Road, Pittsburgh, PA 15215

Matthew Guyaux (CRD# 6499435) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 8 years of experience in the finance industry.

3
John Mah, financial advisor Pittsburgh PA
John W. Mah
CRD#: 4602035
139 Freeport Road, Pittsburgh, PA 15215

John Mah (CRD# 4602035) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 21 years of experience in the finance industry.

4
Richard Ward, financial advisor Pittsburgh PA
Richard L. Ward
CRD#: 5742345
139 Freeport Road, Pittsburgh, PA 15215

Richard Ward (CRD# 5742345) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 14 years of experience in the finance industry.

5
Charles Mertz, Iii, financial advisor Pittsburgh PA
Charles E. Mertz, Iii
CRD#: 7075453
139 Freeport Road, Pittsburgh, PA 15215

Charles Mertz, Iii (CRD# 7075453) is an Investment Advisor Representative working at Centerview Wealth Advisors, LLC in Pittsburgh, PA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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