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- Custodian
- Fidelity/NFS · Morgan Stanley · PNC
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.0% is discretionary and 5.0% is non-discretionary.
The firm reports 5 advisory representatives and 165 clients, or 33 clients per representative. That equates to $872.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Centerview Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Showing 2 of 5 contacts
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
SMA allocation detail is available
Centerview Wealth Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.