{
  "crd_number": 335042,
  "slug": "centrica-wealth-management-miami-fl-335042",
  "primary_business_name": "CENTRICA WEALTH MANAGEMENT",
  "legal_name": "CENTRICA WEALTH MANAGEMENT, LLC",
  "dbas": [
    "CENTRICA FINANCIAL GROUP"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-14",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 627395464.0,
  "raum_discretionary": 570024215.0,
  "raum_non_discretionary": 57371249.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 627395464.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://centricafg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335042",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042",
  "display_name": "Centrica Wealth Management",
  "summary": "Centrica Wealth Management is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Centrica Wealth Management (CRD 335042): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Centrica Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Centrica Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Centrica Wealth Management located?",
      "a": "Centrica Wealth Management's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Centrica Wealth Management registered with the SEC or a state?",
      "a": "Centrica Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 335042."
    },
    {
      "q": "How much does Centrica Wealth Management manage?",
      "a": "Centrica Wealth Management reports $627,395,464 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (91% discretionary)."
    },
    {
      "q": "How have Centrica Wealth Management's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Centrica Wealth Management: Regulatory assets under management: $475,788,672 in the October 2025 data and $627,395,464 in the October 2026 data, up 32%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Centrica Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (14)."
    },
    {
      "q": "Which custodians does Centrica Wealth Management use?",
      "a": "Centrica Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Centrica Wealth Management report any disciplinary disclosures?",
      "a": "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/335042"
    },
    {
      "q": "What changed in Centrica Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $475,788,672 to $627,395,464 (+32%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 475788672.0,
      "total_employees": 3,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 627395464.0,
      "total_employees": 3,
      "filing_date": "2026-02-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $475,788,672 to $627,395,464 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "J.P. Morgan Securities LLC",
      "name_as_filed": "J.P. MORGAN SECURITIES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/centrica-wealth-management-miami-fl-335042.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 627395464.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335042",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}