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CENTERLINE WEALTH ADVISORS, LLC

LOUISVILLE, KY · CRD 164485 · IAPD ↗ · (502) 242-1561

$326.0MRegulatory AUM
4Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — CENTERLINE WEALTH ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — CENTERLINE WEALTH ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2024 — CENTERLINE WEALTH ADVISORS, LLC reported RAUM up 26% ($207.8M -> $261.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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