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Centerpiece Wealth Advisor
CENTERPIECE WEALTH ADVISOR is an SEC-registered investment adviser in GREENWOOD VILLAGE, CO, registered since 2024. They manage $139 million in assets, $113...
Centerpiece Wealth Advisor
CENTERPIECE WEALTH ADVISOR is an SEC-registered investment adviser in GREENWOOD VILLAGE, CO, registered since 2024. They manage $139 million in assets, $113 million on a discretionary basis. The firm has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What is Centerpiece Wealth Advisor?
Centerpiece Wealth Advisor is a multi family office tracked on Altss.
What does Altss track for Centerpiece Wealth Advisor?
Altss maintains an OSINT-verified profile of Centerpiece Wealth Advisor covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Centerpiece Wealth Advisor?
Centerpiece Wealth Advisor is classified by Altss as a Multi Family Office.
How does Altss source intelligence on Centerpiece Wealth Advisor?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Centerpiece Wealth Advisor's Altss profile last updated?
Centerpiece Wealth Advisor's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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