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Centrica Wealth Management

Centrica Wealth Management. CRD 335042

Centrica Wealth Management logo

CRD: 335042

Centrica Wealth Management

Miami, FL, 33131
3056867910
centricafg.com
$627.4M Total AUM
$570.0M Disc. AUM
-- 3Y CAGR
3 Employees
14 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
JP Morgan
Clients
Retail
Platforms
MomentumVector
Established Date
03-14-2025
Office Locations
1

Office Locations

1200 Brickell Avenue Suite 1700b Miami FL

About Centrica Wealth Management

Centrica Wealth Management is an SEC-registered independent advisor serving ultra-high net worth families, business owners, and individuals. The firm provides holistic wealth planning and investment management, including financial planning, legacy and estate planning support, credit consulting, and coordination with tax professionals. Centrica also offers integrated global market access and trading with asset safekeeping, supported by a client portal for asset aggregation.

Team overview

54 AVG AGE
$313.7M AVG AUM / ADVISOR
$44.8M AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Horizon Element summit Beacon prime Atlas vertex Quantum Matrix Matrix Pathway ember

Client Personas

Timber Harbor

Custodian

Pioneer alpha Momentum focus Crest zenith Wave bridge Pioneer Vector value Catalyst Glacier

Investment Themes

Momentum delta Fusion momentum Summit eagle

Investment Vehicles

Vector

Services

Meridian crest Catalyst alpha Eagle ember Legacy Fusion quantum Pathway

Technology

Quantum Unison eagle

Owner & Executives

Alejandro Gustavo Gambirazio

Alejandro Gustavo Gambirazio

Chief Executive Officer, Manager

CRD
#2719641
Ownership
Less than 5%
(967) 518-1378
atlas.prime@summitcapital.com
in linkedin.com/in/prime-quantum
C

CARLOS JAVIER GONZALEZ

Chief Compliance Officer

CRD
#4294205
Ownership
Less than 5%
(514) 782-8391
vertex.timber@glaciercapital.com
in linkedin.com/in/unison-signal
E

Ember timber

Momentum delta signal

CRD
#44949
Ownership
30.6%
(631) 241-9666
frontier.north@zenithcapital.com
in linkedin.com/in/foundation-value

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Contacts

T

TERESA SIMON

--

CRD
#6926696
(453) 402-8718
bridge.unison@pathwaycapital.com
in linkedin.com/in/eagle-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-08-2025
02-27-2026
Category Assets AVG. Account size
Discretionary $570,024,215 $17,813,257
Non-Discretionary $57,371,249 $4,413,173
Total $627,395,464 $13,942,121

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Separately Managed Accounts

Total SMA Asset: $627,395,464

$627.4M Total SMA
Equity - Exchange:
8.5%
Corporate - Investment Grade:
17.4%
Private Funds:
13.0%
Public Funds:
5.3%
Corporate - Non-Investment Grade:
14.6%
Cash:
16.9%
Derivatives:
4.3%
U.S. Government/Agency:
20.0%
Asset class Assets Assets %
Equity - Exchange $681,314,359 8.5%
Corporate - Investment Grade $1,394,690,569 17.4%
Private Funds $1,042,010,195 13.0%
Public Funds $424,819,541 5.3%
Corporate - Non-Investment Grade $1,170,257,604 14.6%
Cash $1,354,613,254 16.9%
Derivatives $344,664,911 4.3%
U.S. Government/Agency $1,603,092,609 20.0%
Total $8,015,463,042 100.0%

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