This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-20-2026
- Office Locations
- 2
Office Locations
About Centrus Financial Strategies
Centrus Financial Strategies is a Orlando-based RIA with 2 offices. The firm has been operating for 0 years. Managing $125.1M in total assets under management, with 3 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 190 clients, or 63.3 clients per representative. That equates to $658.4K in reported AUM per client.
The profile lists 2 reported office locations. The source data was last updated on August 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Centrus Financial Strategies's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Centrus Financial Strategies record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jude Harvey Wilson
Owner
- CRD
- #2520624
- Ownership
- 75% or more
Victoria Lee Weaver
Chief Compliance Officer
- CRD
- #6280822
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
MARCO ANASTASI
--
- CRD
- #7776635
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,094,769 | $658,394 |
| Non-Discretionary | $0 | -- |
| Total | $125,094,769 | $658,394 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Centrus Financial Strategies has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.