← Tributary

CENTENNIAL WEALTH ADVISORY, LLC

TRAVERSE CITY, MI · CRD 138054 · IAPD ↗ · cen-wealth.com · 231-995-9575

$397.1MRegulatory AUM
10Advisory reps
15Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — CENTENNIAL WEALTH ADVISORY, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2026 — CENTENNIAL WEALTH ADVISORY, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2026 — CENTENNIAL WEALTH ADVISORY, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
February 2026 — CENTENNIAL WEALTH ADVISORY, LLC reported RAUM up 28% ($311.1M -> $397.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
February 2025 — CENTENNIAL WEALTH ADVISORY, LLC reported RAUM up 27% ($244.8M -> $311.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — CENTENNIAL WEALTH ADVISORY, LLC notice-filed in LA.
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.