GREENWOOD VILLAGE, COCRD 296956Latest ADV March 12, 2026
Centerpiece Wealth Advisor is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood Village, CO. Its latest Form ADV filing, dated March 12, 2026, reports $139M in regulatory assets under management, 2 employees, and 312 accounts.
Assets Under Management
$139M
Employees
2
Offices
--
Total Clients
75
Primary office
GREENWOOD VILLAGE, CO
6400 S FIDDLERS GREEN CIR STE. 300, GREENWOOD VILLAGE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.7% of total clients.
Top client categories% of clientsClients
1
HNWI
50.7%
38
2
Individuals
49.3%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of March 12, 2026
Discretionary81.6%
$113M
82% of total RAUM81.6%
Non-discretionary18.4%
$26M
18% of total RAUM18.4%
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.
Total AUM$139M
Total Accounts312
10Y AUM Change+$139M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee38:1
10Y Employee Change0 (0.0%)
* 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.