Centerpiece Wealth Advisor
Centerpiece Wealth Advisor (CRD# 296956) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $104,000,000 in 61 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management104MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$1,704,918
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, NC, TX
Financial Advisors at Centerpiece Wealth Advisor
1
Jason Baer (CRD# 5392411) is an Investment Advisor Representative working at Centerpiece Wealth Advisor in Greenwood Village, CO and has over 14 years of experience in the finance industry.
2
Aaron Leatherwood (CRD# 6290648) is an Investment Advisor Representative working at Centerpiece Wealth Advisor in Greenwood Village, CO and has over 8 years of experience in the finance industry.
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