CRD: 164485
Centerline Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North ridgeWave ember
- Established Date
- 06-28-2012
- Office Locations
- 1
Office Locations
About Centerline Wealth Advisors, LLC
Centerline Wealth Advisors is an independent firm delivering fiduciary investment advice and comprehensive financial planning for families/individuals, physicians, and business owners. Services include retirement, tax, college and charitable planning, risk/insurance needs, and business succession/exit planning, including its Biz2Beach exit planning program. Client assets are custodied at Charles Schwab, and a Dynasty Financial Partners partnership broadens access to solutions across capital markets and lending.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ANDREW WILLIAM ARNOLD
Chief Executive Officer, Managing Member
- CRD
- #2424616
- Ownership
- 75% or more
MATTHEW CHARLES HUNT
Chief Compliance Officer, Chief Operations Officer, Director
- CRD
- #4586784
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jack Kelly Wilson
--
- CRD
- #7373001
JEFFREY ALLEN WOOD
--
- CRD
- #6581954
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $325,307,864 | $397,687 |
| Non-Discretionary | $729,114 | $729,114 |
| Total | $326,036,978 | $398,092 |
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Separately Managed Accounts
Total SMA Asset: $326,036,978
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $416,293,179 | 35.3% |
| Equity - Exchange | $490,589,128 | 41.6% |
| Cash | $272,418,482 | 23.1% |
| Total | $1,179,300,789 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA FRONTIER WAVE | MOMENTUM INSIGHT | 2X4T8OB4I | TMJ | 6.24% | $93,059,905 |
| VECTOR MERIDIAN MOMENTUM | DELTA PEAK | R0YTFO6A8 | LUK | 3.37% | $46,517,696 |
| UNISON BRIDGE RADIAL | NORTH FRONTIER | WL28LX1ZT | WZYRE | 10.72% | $45,382,793 |
| MOMENTUM EMBER VITAL | NORTH ALPHA | 1VJVRQCFY | ODXZ | 8.23% | $5,645,587 |
| SUMMIT LEGACY | VERTEX RIDGE | LO6JDY0CE | XRH | 2.52% | $109,801,796 |
| ELEMENT TIMBER INSIGHT | MOMENTUM VECTOR | CY78ANOUV | ILH | 9.26% | $27,995,633 |
| EMBER FOUNDATION VITAL | DELTA CREST | Z9A3N0IAB | GIL | 2.25% | $27,290,140 |
| LEGACY RADIAL | HARBOR EMBER | VCJYZJGPR | HFEN | 4.65% | $14,706,061 |