Multi-Family OfficeRIA · CRD 159381SEC-Registered

Updated:

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

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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