Investment adviser · CRD 120844

CENTRUST WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

AKRON, OH, United States · Form ADV filed Mar 9, 2012

Regulatory AUM
$61.5M
Form ADV · Item 5.F
Client accounts
220
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 9, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed · Commissions · Performance-based

Principal office

3200 W. MARKET STREET, SUITE 105
AKRON, OH, 44333, United States

CRD 120844

Filing source

Form ADV 619312 · Mar 9, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.