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CENTERPIECE WEALTH ADVISOR

GREENWOOD VILLAGE, CO · CRD 296956 · IAPD ↗ · 720-296-5495

$138.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2024 — CENTERPIECE WEALTH ADVISOR (GREENWOOD VILLAGE, CO) is newly SEC-registered with $104.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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