Investment adviser · CRD 317929
CENTURION WEALTH MANAGEMENT
Investment adviser filing (IA)
CENTURION WEALTH MANAGEMENT, LLC
MCLEAN, VA, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $786M Form ADV · Item 5.F
- Client accounts
- 1,504 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 170 | $624,811,588 | 79.5% |
| Individuals | 235 | $134,169,668 | 17.1% |
| Retirement plans | 9 | $26,880,551 | 3.4% |
| Business development companies | 1 | $326,376 | 0.0% |
Filing source
Form ADV 2133722 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
7901 JONES BRANCH DRIVE, SUITE 230MCLEAN, VA, 22102, United States
CRD 317929
Filing source
Form ADV 2133722 · Sep 25, 2026 · 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.