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- Custodian
- Fidelity/NFS · Morgan Stanley · PNC
- Clients
- Retail
- Platforms
- AtlasPeak
- Established Date
- 12-01-2014
- Office Locations
- 1
Office Locations
About Centerview Wealth Advisors, LLC
Centerview Wealth Advisors is an independent Pittsburgh, PA RIA providing client-centered financial and investment planning, including estate, tax, and insurance planning and portfolio construction. The team emphasizes risk management and asset allocation, using mutual funds and ETFs alongside fixed income and socially responsible options, and operates on custodians including Fidelity/NFS.
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Owner & Executives
CLINTON E GUYAUX
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #4252388
- Ownership
- 50% but less than 75%
MATTHEW JOSEPH GUYAUX
Founder, Owner
- CRD
- #6499435
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JOHN WON-IL MAH
Investment Specialist
- CRD
- #4602035
Charles Edward Mertz, III
--
- CRD
- #7075453
Foundation momentum
Unison vital
- CRD
- #55232
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,750,000 | -- |
| Non-Discretionary | $7,250,000 | -- |
| Total | $144,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $144,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,748,269,987 | 20.9% |
| Equity - Exchange | $2,526,208,306 | 30.2% |
| Cash | $577,180,043 | 6.9% |
| Municipal Bonds | $2,350,544,815 | 28.1% |
| U.S. Government/Agency | $1,162,725,015 | 13.9% |
| Total | $8,364,928,166 | 100.0% |