# Centennial Wealth Advisory

Centennial Wealth Advisory is a Bank / Wealth / Trust based in Traverse City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Traverse City, United States
- **Region:** North America
- **Address:** Traverse City, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** cen-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/centennial-wealth-advisory-llc

## Regulatory record

- **CRD number:** 138054
- **SEC file number:** 801-113464
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/138054

## About

Centennial Wealth Advisory began operations in 2006 as a US wealth manager. The firm delivers advisory services that include tax planning, estate planning, and portfolio management. It serves individuals, high-net-worth individuals, corporations, and business entities. No additional offices, team size, or recent operational events appear in available records.

## Questions

### What services does Centennial Wealth Advisory provide?

The firm supplies investment advisory services that include tax planning, estate planning, and portfolio management.

### Who are the clients of Centennial Wealth Advisory?

Clients include individuals, high-net-worth individuals, corporations, and business entities.

## Related profiles

- [Centennial Securities Company](https://altss.com/profile/centennial-securities-company)
- [Centerbridge Partners](https://altss.com/profile/centerbridge-partners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/centennial-wealth-advisory

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