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Centennial Wealth Management
Centennial Wealth Management Inc. is an SEC-registered investment adviser. The firm manages approximately $6 million in regulatory assets. It has 2 employees...
Overview
Centennial Wealth Management Inc. is an SEC-registered investment adviser. The firm manages approximately $6 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
City
Idaho Falls
Frequently asked questions
What is the fiduciary status of Centennial Wealth Management?
As a registered investment advisor, Centennial Wealth Management operates under a fiduciary standard, meaning it is legally required to act in clients' best interests. This is a core differentiator from broker-dealers or commission-based financial advisors.
Who are the principals of Centennial Wealth Management?
The firm's principal operators and team members are not publicly listed. This is common for smaller RIAs that do not maintain a public-facing website or LinkedIn presence.
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