CRD: 133877
Centric Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon fusion
- Established Date
- 02-07-2005
- Office Locations
- 2
Office Locations
About Centric Wealth Management, LLC
Centric Wealth Management, LLC is an independent boutique RIA providing wealth management advice to individuals, families, businesses, and institutions. The team builds and manages portfolios using an open-architecture approach across vehicles such as ETFs and mutual funds, with asset allocation and risk management as core disciplines. For distribution partners, Centric emphasizes flexibility beyond a wirehouse model and custody relationships such as Charles Schwab.
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Owner & Executives
VIRGIL JOHN RUTILI
Wealth Advisor
- CRD
- #4061960
- Ownership
- 50% but less than 75%
STACIE J'ANN ZAPFEL
Chief Compliance Officer
- CRD
- #4313709
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JUAN CARLOS AVILA
Investment Advisor Representative
- CRD
- #2058210
GAVIN PATRICK DOYLE
Wealth Advisor
- CRD
- #7767940
Zenith capital
Frontier ridge fusion
- CRD
- #17933
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $792,857,735 | $498,653 |
| Non-Discretionary | $0 | -- |
| Total | $792,857,735 | $498,653 |
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Separately Managed Accounts
Total SMA Asset: $792,857,735
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $68,081,084 | 9.8% |
| Equity - Exchange | $32,651,132 | 4.7% |
| Cash | $170,897,416 | 24.6% |
| Municipal Bonds | $168,118,596 | 24.2% |
| Corporate - Investment Grade | $114,626,316 | 16.5% |
| U.S. Government/Agency | $140,330,399 | 20.2% |
| Total | $694,704,943 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ALPHA | MOMENTUM VECTOR | BOP6CGN0D | TUWTQ | 11.60% | $61,533,689 |
| PATHWAY SUMMIT PRIME | FRONTIER SIGNAL | OLA0THIQK | CIB | 1.86% | $12,781,736 |
| FOCUS UNISON HARBOR | HORIZON HORIZON | T3TKAQ1X6 | XRCIQ | 12.59% | $67,164,630 |
| OAK UNISON VECTOR | HORIZON EMBER | SVMCACMCN | NYTID | 10.73% | $91,076,460 |
| MERIDIAN VALUE | DELTA ATLAS | 881E2U0Y1 | PFITI | 8.23% | $25,050,296 |
| VITAL FOUNDATION RIDGE | PRIME ELEMENT | BA6GH1AMA | NGTS | 3.92% | $28,994,329 |
| CAPITAL FOUNDATION | ATLAS PIONEER | CWSHGWN1G | GRII | 8.33% | $100,180,870 |
| VITAL UNISON VERTEX | OPTIMA VECTOR | 47H9N59U8 | IIUZ | 7.73% | $98,209,280 |