C
$22.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2023
- Office Locations
- 1
Office Locations
1325 Satellite Blvd NW Suite 1404 Suwanee GA
About Centurion Wealth Management LLC
Centurion Wealth Management LLC is a Suwanee-based RIA. The firm has been operating for 2 years. Managing $22.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$22.2M AVG AUM / ADVISOR
$330.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
Robert L Cox Jr.
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6760269
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $22,151,800 | -- |
| Total | $22,151,800 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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