C
CRD: 159381
Centennial Wealth Management Inc.
Ithaca, NY
6073982040
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2012
- Office Locations
- 1
Office Locations
-- Ithaca NY
About Centennial Wealth Management Inc.
Centennial Wealth Management Inc. is a Ithaca-based RIA. The firm has been operating for 14 years. Managing $5.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$116.8K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
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Investment Themes
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Services
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Owner & Executives
A
ARNDT (NMN) POELLING
Managing Member
- CRD
- #4948354
- Ownership
- 50% but less than 75%
(781) 489-2570
foundation.insight@glaciercapital.com
in linkedin.com/in/unison-delta
T
THOMAS ARNDT POELLING
Managing Member
- CRD
- #5636293
- Ownership
- 50% but less than 75%
(931) 589-7858
momentum.vertex@vitalcapital.com
in linkedin.com/in/wave-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,607,291 | $122,308 |
| Non-Discretionary | $0 | -- |
| Total | $5,607,291 | $122,308 |
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Separately Managed Accounts
Total SMA Asset: $5,607,291
U.S. Government/Agency:
38.3% Cash:
61.7% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,841,385,515 | 38.3% |
| Cash | $2,966,409,564 | 61.7% |
| Total | $4,807,795,079 | 100.0% |