Advisor at Centillionaire Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Centillionaire Advisors, LLC
Location
Kailua, HI 96734
Credentials
Series 63, Series 65
Industry experience
13 years
Richard Wilson is the CEO of Centimillionaire Advisors, LLC and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Rainmaker Securities, LLC, and ongoing involvement with Wilson Holding Company and Family Office Club + GTC Institute LLC. Outside of investment advising, he manages several business ventures in data research, self-paced training programs, events and conferences, and consumer products. Centimillionaire Advisors serves high-net-worth and ultra-wealth clients, single-family offices, wealth advisors, and investment sponsors by acting as an introducer and solicitor rather than providing discretionary portfolio management. The firm focuses on recommending third-party advisers from a broad network developed through its industry events and operates multiple non-advisory businesses alongside its referral services.
Based on Centillionaire Advisors, LLC
Centimillionaire Advisors, LLC collects performance-based fees indirectly by receiving fee shares from third-party wealth advisors to whom they refer clients. The firm itself does not charge clients directly.
Account minimum: $2,200,000
111 Hekili Street, Suite A 114
Kailua, HI 96734
Arizona
Centillionaire Advisors, LLC
2018 - Present (8 years)
Rainmaker Securities, LLC
2014 - 2018 (4 years)
Wilson Holding Company
2008 - Present (18 years)
Family Office Club + GTC Institute LLC
2007 - Present (19 years)
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Honolulu, HI
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Series 63, Series 66
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Series 65
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