Centricity Wealth Management, LLC
Centricity Wealth Management, LLC (CRD# 165664) is a financial advisory firm headquartered in Westerville, OH. They manage $128,643,509 in 545 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management129MILLION
Total Number of Accounts545ACCOUNTS
Average Account Value$236,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, NH, OH, TX
Christopher Ciehanski (CRD# 2491297) is an Investment Advisor Representative working at Centricity Wealth Management, LLC in Westerville, OH and has over 26 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.
Wendy Ciehanski (CRD# 2949478) 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.
Daniel Willis (CRD# 4948210) has over 13 years of experience in the finance industry.