CRD: 296956
Centerpiece Wealth Advisor
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-23-2018
- Office Locations
- 1
Office Locations
About Centerpiece Wealth Advisor
Centerpiece Wealth Advisors is a fee-only, fiduciary RIA led by Jason Baer and Aaron Leatherwood in the Denver Tech Center, serving Colorado families and professionals (often with $1M+ investable assets). Their planning-first approach integrates investment management with tax planning/prep and estate coordination. Portfolios are built primarily with ETFs and mutual funds, supported by a tech-forward client portal and on-demand reporting (including Monte Carlo), with Fidelity available as a custodian.
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Owner & Executives
JASON GLENN BAER
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5392411
- Ownership
- 50% but less than 75%
AARON FRANKLIN LEATHERWOOD
CPA, CWS, Managing Member, Wealth Advisor
- CRD
- #6290648
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,063,000 | $409,649 |
| Non-Discretionary | $25,534,000 | $709,278 |
| Total | $138,597,000 | $444,221 |
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Separately Managed Accounts
Total SMA Asset: $138,597,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,351,372,689 | 37.1% |
| Equity - Exchange | $830,493,189 | 22.8% |
| Cash | $1,460,648,109 | 40.1% |
| Total | $3,642,513,987 | 100.0% |