{
  "crd_number": 317929,
  "slug": "centurion-wealth-management-mclean-va-317929",
  "primary_business_name": "CENTURION WEALTH MANAGEMENT",
  "legal_name": "CENTURION WEALTH MANAGEMENT, LLC",
  "dbas": [
    "NORTHEAST MONEY MANAGEMENT, LLC"
  ],
  "city": "McLean",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-01-07",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 786188183.0,
  "raum_discretionary": 738457171.0,
  "raum_non_discretionary": 47731012.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 13,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 134169668.0,
      "count": 235
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 26880551.0,
      "count": 9
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 624811588.0,
      "count": 170
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 326376.0,
      "count": 1
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "CA",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "IL",
    "LA",
    "MA",
    "MD",
    "ME",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT",
    "WV"
  ],
  "websites": [
    "https://centurionwealth.com",
    "https://facebook.com/CenturionWealth",
    "https://instagram.com/centurionwealthmanagement",
    "https://linkedin.com/company/9351270",
    "https://open.spotify.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317929",
  "city_as_filed": "MCLEAN",
  "url": "https://advisorcensus.com/firm/centurion-wealth-management-mclean-va-317929",
  "display_name": "Centurion Wealth Management",
  "summary": "Centurion Wealth Management is an SEC-registered investment advisory firm in McLean, VA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. Centurion Wealth Management (CRD 317929): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Performance-based 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",
    "Pension consulting services",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Centurion Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Centurion Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Centurion Wealth Management located?",
      "a": "Centurion Wealth Management's principal office is in McLean, VA, according to its Form ADV."
    },
    {
      "q": "Is Centurion Wealth Management registered with the SEC or a state?",
      "a": "Centurion Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317929."
    },
    {
      "q": "How much does Centurion Wealth Management manage?",
      "a": "Centurion Wealth Management reports $786,188,183 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (94% discretionary)."
    },
    {
      "q": "How have Centurion Wealth Management's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Centurion Wealth Management: Regulatory assets under management: $289,439,588 in the October 2022 data and $786,188,183 in the October 2026 data, up 172%. Total employees: 9 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Centurion Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (235); high net worth individuals (170); pension and profit sharing plans (but not the plan participants or government pension plans) (9)."
    },
    {
      "q": "Which custodians does Centurion Wealth Management use?",
      "a": "Centurion Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Centurion 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/317929"
    },
    {
      "q": "What changed in Centurion Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 6 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 289439588.0,
      "total_employees": 9,
      "filing_date": "2022-08-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 413470500.0,
      "total_employees": 11,
      "filing_date": "2023-09-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 555975173.0,
      "total_employees": 13,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 591419565.0,
      "total_employees": 14,
      "filing_date": "2025-05-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 786188183.0,
      "total_employees": 13,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 6."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $591,419,565 to $741,181,353 (+25%).",
        "Registered or notice-filed in AK, DE, GA, IL, ME, OH, PA, SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES 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/centurion-wealth-management-mclean-va-317929.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 235,
      "fewer_than_5": false,
      "raum": 134169668.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 170,
      "fewer_than_5": false,
      "raum": 624811588.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 326376.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 26880551.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/317929",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}