Centric Wealth Management, Llc
Centric Wealth Management, LLC (Centric) is an independent boutique investment advisory firm providing advice and guidance to individuals, families, businesses and institutions while delivering services and solutions that help build, preserve and manage wealth. We differentiate ourselves from a traditional wirehouse by providing you with expanded product lines, greater flexibility, and ultimately more solutions to help achieve your goals.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- CU
Catalina Ulloa
Director of Client Services · Customer/Client Service
EmailPhone - CL
Chan Lim
Wealth Advisor · Finance & Accounting
EmailPhone - CS
Cade Shadix
Investment Analyst · Finance & Accounting
EmailPhone - ES
Eric Solomon
Reporting and Operations Strategist · Other
EmailPhone - VR
Virgil Rutili
Founder, Wealth Advisor · Finance & Accounting
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Centric Wealth Management, Llc
9 distinct titles indexed · top 9 shown.
- 1chief investment officer
- 1client relations specialist
- 1client relationship specialist
- 1director of client services
- 1founder, wealth advisor
- 1investment analyst
- 1reporting and operations strategist
- 1wealth advisor
- 1wealth management intern
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