Centurion Wealth Management LLC

The firm provides investment advice primarily to individual clients and offers non‑discretionary asset management alongside referrals to third‑party managers (TPMs). It assists clients with TPM onboarding and serves as an ongoing liaison, reviewing TPM statements and delivering required disclosure documents.

The adviser employs a mix of fundamental, technical, charting and cyclical analysis and requires client approval before executing trades, monitoring accounts on a quarterly basis and updating strategies as client circumstances change. When appropriate, the firm recommends TPMs and monitors their performance and suitability for each client’s stated goals and risk tolerance.

Distinctive features include an affiliated insurance practice: the managing member is a licensed insurance agent and spends a substantial portion of time on that activity, and the firm accepts commissions from insurance sales and receives referral fees and ongoing fee shares from TPMs. The firm operates as a solo, non‑discretionary adviser with roughly $22.15 million in client assets and 67 clients, discloses third‑party benefits from a platform provider, and states procedures intended to mitigate the resulting conflicts of interest.