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).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, NC, TX

Financial Advisors at Centerpiece Wealth Advisor
Showing 1 - 2 of 2 top financial advisors.
1
Jason G. Baer
CRD#: 5392411
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111

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 F. Leatherwood
CRD#: 6290648
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO 80111

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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