# Centric Wealth Management

Centric Wealth Management is a Bank / Wealth / Trust based in Chicago, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.centricwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/centric-wealth-management-llc

## Regulatory record

- **CRD number:** 133877
- **SEC file number:** 801-63837
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133877

## About

Centric Wealth Management is an SEC-registered investment adviser in Chicago, IL, registered since 2005. The firm manages approximately $793 million in assets. It has 15 employees and 8 investment advisers.

## Related profiles

- [Centricus](https://altss.com/profile/centricus)
- [Centripetal](https://altss.com/profile/centripetal)

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Last updated: 2026-07-06T01:24:13.871Z

Canonical page: https://altss.com/profile/centric-wealth-management

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