Centricity Wealth Management, LLC
Centricity Wealth Management, LLC (CRD# 165664) is a financial advisory firm headquartered in Westerville, OH. They manage $160,234,040 in 548 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management160MILLION
-
Total Number of Accounts548ACCOUNTS
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Average Account Value$292,398
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH, TX
Financial Advisors at Centricity Wealth Management, LLC
1
Christopher Ciehanski (CRD# 2491297) is an Investment Advisor Representative working at Centricity Wealth Management, LLC in Westerville, OH and has over 29 years of experience in the finance industry.
2
Wendy Ciehanski (CRD# 2949478) 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.
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