Center For Wealth Management Advisory is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 11, 2026, reports $228M in regulatory assets under management, 5 employees, 1 office, and 1,356 accounts.
Top client segmentIndividuals represent 91.0% of total clients.
Top client categories% of clientsClients
1
Individuals
91.0%
588
2
HNWI
8.4%
54
3
BDCs
0.5%
3
4
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of March 11, 2026
Discretionary97.5%
$222M
97% of total RAUM97.5%
Non-discretionary2.5%
$6M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$228M
Total Accounts1,356
10Y AUM Change+$128M (+127.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee129:1
10Y Employee Change-2 (-28.6%)
* 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.