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CENTURA WEALTH ADVISORY

SAN DIEGO, CA · CRD 296985 · IAPD ↗ · 858-771-9500

$1.20BRegulatory AUM
19Advisory reps
64Employees
29Clients
11-25Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
October 2026 — CENTURA WEALTH ADVISORY notice-filed in OH, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — CENTURA WEALTH ADVISORY added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — CENTURA WEALTH ADVISORY crossed $1B in regulatory AUM ($769.1M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — CENTURA WEALTH ADVISORY notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
July 2025 — CENTURA WEALTH ADVISORY notice-filed in GA, ID, NY, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2024 — CENTURA WEALTH ADVISORY notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — CENTURA WEALTH ADVISORY reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2024 — CENTURA WEALTH ADVISORY grew from 15 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
March 2024 — CENTURA WEALTH ADVISORY notice-filed in NJ.
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.