Centric Wealth Management, LLC

Centric Wealth Management, LLC (CRD# 133877) is a financial advisory firm headquartered in Chicago, IL. They manage $659,196,636 in 1,428 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
333 W. Wacker Drive, 6th Floor, Chicago, IL 60606
https://centricwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    659
    MILLION
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $461,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

AZ, CA, CO, FL, IL, IN, MI, MN, NC, OH, TX, WI

Financial Advisors at Centric Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Juan Avila, financial advisor Chicago IL
Juan C. Avila
CRD#: 2058210
333 W. Wacker Drive, 6th Floor, Chicago, IL 60606

Juan Avila (CRD# 2058210) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 33 years of experience in the finance industry.

2
Olga Camargo, financial advisor Chicago IL
Olga Camargo
CRD#: 4893843
333 W. Wacker Drive, 6th Floor, Chicago, IL 60606

Olga Camargo (CRD# 4893843) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

3
Garett Nesbitt, financial advisor Bannockburn IL
Garett J. Nesbitt
CRD#: 4585669
2801 Lakeside Drive, Bannockburn, IL 60015

Garett Nesbitt (CRD# 4585669) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Bannockburn, IL and has over 6 years of experience in the finance industry.

4
Virgil Rutili, financial advisor Chicago IL
Virgil J. Rutili
CRD#: 4061960
333 W Wacker Drive, 6th Floor, Chicago, IL 60606

Virgil Rutili (CRD# 4061960) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

5
Catalina Ulloa, financial advisor Chicago IL
Catalina Ulloa
CRD#: 6457838
333 W. Wacker Drive, 6th Floor, Chicago, IL 60606

Catalina Ulloa (CRD# 6457838) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

6
Kelli Wang, financial advisor Chicago IL
Kelli D. Wang
CRD#: 4925647
333 W. Wacker Drive, 6th Floor, Chicago, IL 60606

Kelli Wang (CRD# 4925647) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

7
Stacie Zapfel, financial advisor Chicago IL
Stacie J. Zapfel
CRD#: 4313709
333 W. Wacker Drive, 6th Floor, Chicago, IL 60606

Stacie Zapfel (CRD# 4313709) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

8
Gavin Doyle, financial advisor Chicago IL
Gavin P. Doyle
CRD#: 7767940
333 W. Wacker Drive, 6th Floor, Chicago, IL 60606

Gavin Doyle (CRD# 7767940) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has 1 year 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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