Centricity Wealth Management, LLC

Centricity Wealth Management, LLC (CRD# 165664) is a financial advisory firm headquartered in Westerville, OH. They manage $120,005,000 in 640 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $187,508
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
  • 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.

FL, OH, TX

Financial Advisors at Centricity Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher J. Ciehanski
CRD#: 2491297
515 Executive Campus Drive, Suite 100, Westerville, OH 43802
96
Wealthminder
score

Christopher Ciehanski (CRD# 2491297) is an Investment Advisor Representative working at Centricity Wealth Management, LLC in Westerville, OH and has over 22 years of experience in the finance industry. Christopher Ciehanski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Wendy K. Ciehanski
CRD#: 2949478
515 Executive Campus Drive, Suite 100, Westerville, OH 43802
93
Wealthminder
score

Wendy Ciehanski (CRD# 2949478) is an Investment Advisor Representative working at Centricity Wealth Management, LLC in Westerville, OH and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.