Centurion Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mclean, VA. Its latest Form ADV filing, dated April 13, 2026, reports $784M in regulatory assets under management, 13 employees, 2 offices, and 1,604 accounts.
Assets Under Management
$784M
Employees
13
Offices
2 offices
Total Clients
440
Primary office
MCLEAN, VA
7901 JONES BRANCH DRIVE, SUITE 230, MCLEAN, VA, United States
Top client segmentIndividuals represent 56.4% of total clients.
Top client categories% of clientsClients
1
Individuals
56.4%
248
2
HNWI
40.9%
180
3
Pension Plans
2.5%
11
4
BDCs
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$784Mas of April 13, 2026
Discretionary93.2%
$731M
93% of total RAUM93.2%
Non-discretionary6.8%
$53M
7% of total RAUM6.8%
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$784M
Total Accounts1,604
10Y AUM Change+$784M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee34:1
10Y Employee Change+4 (+44.4%)
* 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.