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CENTRICA WEALTH MANAGEMENT

MIAMI, FL · CRD 335042 · IAPD ↗ · centricafg.com · 305-686-7910

$627.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — CENTRICA WEALTH MANAGEMENT crossed $500M in regulatory AUM ($475.8M -> $627.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
78
August 2025 — CENTRICA WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
July 2025 — ACTIVA FINANCIAL is now doing business as CENTRICA WEALTH MANAGEMENT.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
June 2025 — ACTIVA FINANCIAL moved its main office from KEY BISCAYNE, FL to MIAMI, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
April 2025 — ACTIVA FINANCIAL (KEY BISCAYNE, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.