Center Pillar Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$46,000,000
Clients
120
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
120
Very HighAverage account size
$383,333
About
Center Pillar Wealth Management is a single‑advisor registered investment adviser formed in 2015 and registered in California since 2021. The firm provides ongoing discretionary and non‑discretionary portfolio management, written financial planning, and third‑party manager selection for individuals, high‑net‑worth, and institutional clients, reporting approximately $46 million in discretionary assets as of December 2025.
The firm documents client goals and constraints in an Investment Policy Statement and applies a mix of fundamental, technical, and cyclical analysis to construct portfolios, using both strategic (long‑term) and tactical (short‑to‑intermediate) asset allocation. It may employ short‑term trading, covered options, margin, and leveraged or inverse ETF/notes for hedging or tactical exposure, and may allocate portions of portfolios to sub‑advisors under its oversight.
A distinctive feature disclosed in the brochure is that the principal maintains an outside business as an independent insurance agent selling products, including annuities, and reports spending about ten hours per week on that activity, which the firm identifies and manages as a potential conflict. The firm also commonly recommends specific custodians (AssetMark and American Funds) and participates in custodial programs that provide indirect institutional benefits, details of which are disclosed in its policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Options & derivatives strategies
Wealth management
Fee options
$1,500 to $5,000 per financial plan
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.95% $10,000,000+: 0.90%
$150 to $500 per hour
Account minimum: $80,000
Main office location
Center Pillar Wealth Management LLC
3900 Newark Mall Road,, 3 Rd Floor
Newark CA 94560, United States
Number of offices
1
Most active in
Center Pillar Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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