Centric Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 13, 2026, reports $793M in regulatory assets under management, 15 employees, 2 offices, and 1,590 accounts.
Assets Under Management
$793M
Employees
15
Offices
2 offices
Total Clients
583
Primary office
CHICAGO, IL
333 W. WACKER DRIVE, 6TH FLOOR, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.8% of total clients.
Top client categories% of clientsClients
1
Individuals
75.8%
442
2
HNWI
21.6%
126
3
Pension Plans
1.2%
7
4
Corporations
1.0%
6
5
Charitable
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$793Mas of April 13, 2026
Discretionary100.0%
$793M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$793M
Total Accounts1,590
10Y AUM Change+$623M (+367.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee39:1
10Y Employee Change+14 (+1400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.