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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...
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 and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
City
Idaho Falls
Frequently asked questions
Is Centennial Wealth Management a single-family office or a multi-family office?
Centennial Wealth Management is an RIA that operates as a multi-family office. It serves multiple wealthy families rather than managing a single family's capital, distinguishing it from single-family offices like Cascade Investment or ICONIQ Capital.
What services does Centennial Wealth Management offer?
As an RIA and multi-family office, Centennial Wealth Management provides fiduciary-based investment management, financial planning, tax optimization, estate planning, and generational wealth transfer strategies. Exact service offerings are not publicly detailed.
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.
What investment strategies does Centennial Wealth Management use?
The firm's specific investment strategies are not publicly disclosed. RIAs typically construct diversified portfolios across public equities, fixed income, and alternative assets such as private equity and real estate, but Centennial's exact approach or sector focuses remain unknown.
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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