C
$227.8M Total AUM
$222.1M Disc. AUM
9.3% 3Y CAGR
5 Employees
649 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-09-2014
- Office Locations
- 3
Office Locations
-- Adairsville GA
-- Cincinnati OH
-- Milford OH
About Center FOR Wealth Management Advisory
Center FOR Wealth Management Advisory is a Milford-based RIA with 3 offices. The firm has been operating for 12 years. Managing $227.8M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS and LPL Financial.
Team overview
56 AVG AGE
$45.6M AVG AUM / ADVISOR
$351.0K AVG AUM / CLIENT
10.7 yrs AVG TENURE
5 Employees
5 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTOPHER MICHAEL WRIGHT
Chief Compliance Officer
- CRD
- #4263057
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
KEITH DANIEL BURKHARDT
Wealth Management Advisor
- CRD
- #4312285
Available
Available
Available
RANDALL GRAY DANIEL
--
- CRD
- #4871639
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,102,232 | $166,994 |
| Non-Discretionary | $5,721,033 | $220,040 |
| Total | $227,823,265 | $168,011 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing