Centura Wealth Advisory

Centura Wealth Advisory (CRD# 296985) is a financial advisory firm headquartered in San Diego, CA. They manage $642,975,493 in 1,425 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
12255 El Camino Real, Suite 125, San Diego, CA 92130
https://www.linkedin.com/company/centura-wealth-advisory/
By the Numbers
  • Total Assets Under Management
    643
    MILLION
  • Total Number of Accounts
    1,425
    ACCOUNTS
  • Average Account Value
    $451,211
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, MA, MI, MN, NH, NJ, NV, NY, OH, TX, VA, WA

Financial Advisors at Centura Wealth Advisory
Showing 11 - 11 of 11 top financial advisors.
11
Michael Tsoukatos, financial advisor San Diego CA
Michael W. Tsoukatos
CRD#: 6997070
12255 El Camino Real, Suite 125, San Diego, CA 92130

Michael Tsoukatos (CRD# 6997070) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 5 years of experience in the finance industry.

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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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