# Centurion Wealth Management

> 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.

- CRD: 317929
- Filed as: CENTURION WEALTH MANAGEMENT
- Legal name: Centurion Wealth Management, LLC
- Also doing business as: NORTHEAST MONEY MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: McLean, VA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317929
- AdvisorCensus page: https://advisorcensus.com/firm/centurion-wealth-management-mclean-va-317929

## Quick answers

**How is Centurion Wealth Management compensated?**
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.

**How much does Centurion Wealth Management charge?**
Its Form ADV Part 2A brochure dated June 4, 2026 states: Hourly rate: $175 to $450 an hour (Financial Planning fees); Flat fee: $3,500 to $7,500 (Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Centurion Wealth Management located?**
Centurion Wealth Management's principal office is in McLean, VA, according to its Form ADV.

**Is Centurion Wealth Management registered with the SEC or a state?**
Centurion Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317929.

**How much does Centurion Wealth Management manage?**
Centurion Wealth Management reports $786,188,183 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (94% discretionary).

**How have Centurion Wealth Management's assets and staff changed since 2022?**
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.

**What types of clients does Centurion Wealth Management serve?**
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).

**Which custodians does Centurion Wealth Management use?**
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.

**Does Centurion Wealth Management 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/317929

**What changed in Centurion Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 6 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- Hourly rate: $175 to $450 an hour (Financial Planning fees)

> Our Financial Planning fees may be calculated and charged on an hourly basis, ranging from $175 to $450 per hour, depending on the complexity of services.

- Flat fee: $3,500 to $7,500 (Financial Planning fees)

> The fee may be calculated and charged on a fixed fee basis, typically ranging from $3,500 to $7,500, depending on the specific arrangement reached with the client.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services 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: $786,188,183
- Discretionary: $738,457,171
- Non-discretionary: $47,731,012

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 235 | $134,169,668 |
| High net worth individuals | 170 | $624,811,588 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 1 | $326,376 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $26,880,551 |
| Charitable organizations | 0 | $0 |
| 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 13 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- centurionwealth.com
- open.spotify.com
- Facebook @CenturionWealth
- Instagram @centurionwealthmanagement
- LinkedIn @9351270

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $289,439,588 | 9 | August 24, 2022 |
| October 2023 | $413,470,500 | 11 | September 13, 2023 |
| October 2024 | $555,975,173 | 13 | August 13, 2024 |
| October 2025 | $591,419,565 | 14 | May 27, 2025 |
| October 2026 | $786,188,183 | 13 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

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

### June 2026
- Employees performing advisory functions went from 7 to 6.

### April 2026
- Employees performing advisory functions went from 8 to 7.

### December 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Centurion Wealth Management (CRD 317929): Form ADV filing data as of October 2026.