CENTRICITY WEALTH MANAGEMENT, LLC

WESTERVILLE, Ohio·2 registered advisors·CRD# 165664
SEC# 801-775190614-392-5155
01

Firm Overview

AUM
$160M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CENTRICITY WEALTH MANAGEMENT, LLC

2 registered advisors
Christopher John Ciehanski
WESTERVILLE, Ohio
Wendy Kathleen Ciehanski
WESTERVILLE, Ohio
05

Office Locations

WESTERVILLE, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. CENTRICITY WEALTH MANAGEMENT, LLC (CRD# 165664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.