← Tributary

CENTRIC WEALTH MANAGEMENT, LLC

CHICAGO, IL · CRD 133877 · IAPD ↗ · faroadvisory.com · 312-429-6100

$792.9MRegulatory AUM
8Advisory reps
15Employees
0Clients
1-10Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — CENTRIC WEALTH MANAGEMENT, LLC notice-filed in MA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — CENTRIC WEALTH MANAGEMENT, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
28
February 2026 — CENTRIC WEALTH MANAGEMENT, LLC changed its website from centricwealthmanagement.com to faroadvisory.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2025 — CENTRIC WEALTH MANAGEMENT, LLC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — CENTRIC WEALTH MANAGEMENT, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — CENTRIC WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($448.5M -> $659.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — CENTRIC WEALTH MANAGEMENT, LLC grew from 3 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2024 — CENTRIC WEALTH MANAGEMENT, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.