Centurion Wealth Management, Llc
Centurion Wealth is a truly independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients’ assets grow in a manner consistent with their unique objectives. Investment advisory services offered through Centurion Wealth Management, LLC, a federally registered investment adviser.
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Verified contacts
16
available on Kipplo
LinkedIn employees
18
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- DC
Dennis Campbell
Wealth Manager · Finance & Accounting
EmailPhone - LE
Lauramarie e Ross
Client Services Manager · Customer/Client Service
EmailPhone - AV
Alex Vazquez
Financial Planning Associate · Finance & Accounting
EmailPhone - DA
Drew Aguilar
Financial Planning and Investment Strategist · Finance & Accounting
EmailPhone - DC
Darren Colananni
Partner, Wealth Management Advisor · Finance & Accounting
EmailPhone - JG
Jill Grimes
Chief Compliance Officer · Legal
EmailPhone - JS
Joseph Stango
Financial Advisor Sr Vice President · Other
EmailPhone
Showing 7 of 16 verified contacts
Top roles at Centurion Wealth Management, Llc
14 distinct titles indexed · top 10 shown.
- 2financial advisor sr vice president
- 1chief compliance officer
- 1client services associate
- 1client services manager
- 1executive & marketing assistant
- 1financial advisor
- 1financial planning and investment strategist
- 1financial planning associate
- 1founding partner, certified estate planner, certified senior advisor and wealth management advisor
- 1partner owner
- +4more titles
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