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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion horizonValue focus +more
- Established Date
- 10-03-2008
- Office Locations
- 1
Office Locations
About Center FOR Asset Management, LLC
Center for Asset Management, LLC is a Palm Beach Gardens, FL wealth management firm serving retail and institutional clients. The team provides investment management and financial planning, including retirement, tax, estate and legacy planning and insurance solutions. Portfolios emphasize active asset allocation with tax-efficient implementation using ETFs, mutual funds and fixed income, and the firm works with platforms such as AssetMark and custodians including Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER ANDREW BLATT
Chief Compliance Officer, Financial Professional
- CRD
- #4325660
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DARREN RONALD HARDERSEN
Investment Advisor Representative
- CRD
- #2132326
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $257,140,940 | $273,846 |
| Non-Discretionary | $0 | -- |
| Total | $257,140,940 | $273,846 |
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Separately Managed Accounts
Total SMA Asset: $257,140,940
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $239,807,703 | 13.3% |
| Equity - Exchange | $355,203,891 | 19.7% |
| Cash | $357,006,956 | 19.8% |
| U.S. Government/Agency | $171,291,216 | 9.5% |
| Municipal Bonds | $357,006,956 | 19.8% |
| Corporate - Investment Grade | $322,748,714 | 17.9% |
| Total | $1,803,065,436 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK PEAK FRONTIER | WAVE EMBER | 9MG8PXIYA | VBDV | 8.80% | $90,182,877 |
| PATHWAY HORIZON | CREST FRONTIER | ZV9YG0DB1 | ZLBQB | 9.95% | $71,343,529 |
| FUSION RADIAL BEACON | MATRIX TIMBER | MTRAMIHRX | PPE | 6.40% | $3,499,672 |
| PATHWAY OAK ELEMENT | ATLAS INSIGHT | 06WM0NFOV | TJM | 10.19% | $69,095,291 |
| VALUE HORIZON VALUE | INSIGHT VITAL | M4QF2QDCZ | FGW | 4.24% | $51,722,408 |
| VALUE NORTH | VALUE DELTA | YOZ63NC14 | GFKUQ | 4.91% | $56,623,237 |
| PEAK FOCUS EAGLE | ELEMENT PIONEER | BY7MYZANM | QMD | 5.81% | $105,141,726 |
| MERIDIAN UNISON SUMMIT | RIDGE HARBOR | 6L736H8KS | DLU | 5.56% | $20,996,247 |