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Center Pillar Wealth Management LLC

Center Pillar Wealth Management LLC. CRD 313243

Center Pillar Wealth Management LLC logo

CRD: 313243

Center Pillar Wealth Management LLC

Newark, CA, 94560
5107957467
centerpillarwealth.com
$46.0M Total AUM
$46.0M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
CatalystPathway ridge +more
Established Date
05-27-2021
Office Locations
1

Office Locations

3900 Newark Mall Road 3RD Floor Newark CA

About Center Pillar Wealth Management LLC

Center Pillar Wealth Management is an independent Bay Area RIA (Newark/Fremont) providing fee-based investment management plus retirement, tax, estate, and insurance planning. Portfolios follow a value- and growth-oriented approach and are predominantly implemented with ETFs. The practice is led by CRPC advisor Ripple Leung (Series 7/66/31), with AssetMark/American Funds platform support for portfolio analytics and back-office/compliance.

Team overview

-- AVG AGE
$46.0M AVG AUM / ADVISOR
$383.3K AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Value pioneer Wave Meridian

CRM

Beacon bridge

Custodian

Wave harbor Foundation focus North Eagle Catalyst

Investment Themes

Value Matrix Pathway bridge

Investment Vehicles

Value

Platform

Capital

Services

Signal Radial alpha Delta Ridge Zenith Vital Optima pioneer Capital Timber vital Unison prime Vital

Technology

Ember Ridge vertex Legacy delta Vital

Owner & Executives

CHUI-WA RIPPLE LEUNG

CHUI-WA RIPPLE LEUNG

Chief Compliance Officer, President

CRD
#4916257
Ownership
75% or more
(908) 398-9282
quantum.atlas@unisoncapital.com
in linkedin.com/in/oak-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $46,000,000 --
Non-Discretionary $0 --
Total $46,000,000 --

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Separately Managed Accounts

Total SMA Asset: $46,000,000

$46.0M Total SMA
Equity - Exchange:
54.2%
Cash:
11.7%
U.S. Government/Agency:
22.4%
Municipal Bonds:
11.7%
Asset class Assets Assets %
Equity - Exchange $2,044,864,990 54.2%
Cash $441,419,195 11.7%
U.S. Government/Agency $845,110,254 22.4%
Municipal Bonds $441,419,196 11.7%
Total $3,772,813,635 100.0%

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