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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-26-2012
- Office Locations
- 1
Office Locations
About Centriplan, LLC
Centriplan, LLC is a Newport Beach-based RIA. The firm has been operating for 13 years. Managing $24.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LORIAN KEEFE PETRY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #833034
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,160,000 | -- |
| Total | $24,160,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Centriplan, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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