Adviser Profile
| As of Date | 01/14/2019 |
| Registration status | Registration Changed to CENTERPIECE WEALTH ADVISOR L.L.C. |
| ADV Location | CASTLE ROCK, CO, United States |
| AUM* | 22,000,000 |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
22M
19M
16M
13M
9M
6M
3M
2018
2019
Private Funds
No private funds