Adviser Profile

As of Date 07/29/2026
Registration SEC, Approved, 03/21/2024
Other registrations (7)
Former registrations

CENTERPIECE WEALTH ADVISOR L.L.C.

ADV Location GREENWOOD VILLAGE, CO, United States
Contact Info 720 xxxxxxx
Websites
AUM* 138,597,000 33%
of that, discretionary 113,063,000 59%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 444,221 -74%
% High Net Worth 50.67% -12%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

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

113M 97M 81M 65M 48M 32M 16M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees