CENTRIC WEALTH MANAGEMENT, LLC

CHICAGO, Illinois·2 registered advisors·CRD# 133877

SEC# 801-638372312-429-6100

01

Firm Overview

AUM

$659M

Regulatory assets under management

Employees

11

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

03

Specialties

Financial Planning Investment Management

04

Advisors at CENTRIC WEALTH MANAGEMENT, LLC

2 registered advisors

Stacie J'ann Zapfel

CHICAGO, Illinois

Virgil John Rutili

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

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Data sourced from SEC Form ADV filings. CENTRIC WEALTH MANAGEMENT, LLC (CRD# 133877) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.