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Wendy Kathleen Ciehanski

CENTRICITY WEALTH MANAGEMENT, LLC·WESTERVILLE, Ohio
Clean recordCENTRICITY WEALTH MANAGEMENT, LLC
515 EXECUTIVE CAMPUS DRIVE, WESTERVILLE, OH 43082CRD# 2949478Firm CRD# 165664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wendy Kathleen Ciehanski · WESTERVILLE, OH
Registration
CRD #2949478 · CENTRICITY WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wendy Kathleen Ciehanski is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with CENTRICITY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CENTRICITY WEALTH MANAGEMENT, LLC
CENTRICITY WEALTH MANAGEMENT, LLC
AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CENTRICITY WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2949478
Firm CRD# 165664
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Kathleen Ciehanski offer?
Wendy Kathleen Ciehanski specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.
What are Wendy Kathleen Ciehanski's credentials?
Wendy Kathleen Ciehanski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Kathleen Ciehanski located?
Wendy Kathleen Ciehanski is based in WESTERVILLE, Ohio, working with CENTRICITY WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.
How does Wendy Kathleen Ciehanski charge for services?
Wendy Kathleen Ciehanski's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTRICITY WEALTH MANAGEMENT, LLC?
CENTRICITY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CENTRICITY WEALTH MANAGEMENT, LLC

Christopher John Ciehanski
WESTERVILLE, OH

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