# Center for Wealth Management Advisory

> Center for Wealth Management Advisory is an SEC-registered investment advisory firm, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 171221
- Filed as: CENTER FOR WEALTH MANAGEMENT ADVISORY
- Legal name: Center for Wealth Management LLC.
- Also doing business as: CENTER FOR WEALTH MANAGEMENT ADVISORY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171221
- AdvisorCensus page: https://advisorcensus.com/firm/center-for-wealth-management-advisory-171221

## Quick answers

**How is Center for Wealth Management Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Center for Wealth Management Advisory reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Center for Wealth Management Advisory charge?**
Its Form ADV Part 2A brochure dated May 7, 2026 states: Hourly rate: $400 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Center for Wealth Management Advisory registered with the SEC or a state?**
Center for Wealth Management Advisory is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 171221.

**How much does Center for Wealth Management Advisory manage?**
Center for Wealth Management Advisory reports $227,823,265 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (97% discretionary).

**How have Center for Wealth Management Advisory's assets and staff changed since 2021?**
In the Form ADV data for Center for Wealth Management Advisory: Regulatory assets under management: $149,967,260 in the October 2021 data and $227,823,265 in the October 2026 data, up 52%. Total employees: 7 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Center for Wealth Management Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (588); high net worth individuals (54); business development companies (3).

**Which custodians does Center for Wealth Management Advisory use?**
Center for Wealth Management Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Center for Wealth Management Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171221

**What changed in Center for Wealth Management Advisory's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $187,298,086 to $227,823,265 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 7, 2026)

- Hourly rate: $400 an hour (financial planning)

> For financial planning, clients pay either on an hourly basis or a per plan basis (flat rate fee). The hourly charge is a maximum of $400 per hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $227,823,265
- Discretionary: $222,102,232
- Non-discretionary: $5,721,033

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 588 | $135,195,429 |
| High net worth individuals | 54 | $92,149,894 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 3 | $438,199 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 1 | $39,743 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2017 (8 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, FL, GA, IN, KY, NC, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centerforwealthmanagement.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $149,967,260 | 7 | June 22, 2021 |
| October 2022 | $174,013,475 | 6 | March 24, 2022 |
| October 2023 | $172,150,649 | 6 | February 23, 2023 |
| October 2024 | $166,725,188 | 6 | March 15, 2024 |
| October 2025 | $187,298,086 | 6 | March 20, 2025 |
| October 2026 | $227,823,265 | 5 | May 7, 2026 |

Regulatory assets under management: $149,967,260 in the October 2021 data and $227,823,265 in the October 2026 data, up 52%.
Total employees: 7 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $187,298,086 to $227,823,265 (+22%).

### February 2026
- Employees performing advisory functions went from 6 to 5.

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Center for Wealth Management Advisory (CRD 171221): Form ADV filing data as of October 2026.