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CENTRICITY WEALTH MANAGEMENT, LLC

WESTERVILLE, OH · CRD 165664 · IAPD ↗ · 614-392-5155

$185.9MRegulatory AUM
2Advisory reps
3Employees
2Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — CENTRICITY WEALTH MANAGEMENT, LLC (WESTERVILLE, OH) left the SEC roster (was $185.9M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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