linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Centura Wealth Advisory

Headquartered in SAN DIEGO, CA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Centura Wealth Advisory is a San Diego, CA-based Registered Investment Advisor with over $642 million in regulatory assets under management. The firm offers a range of financial advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Their clients include high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans, and trusts. Centura Wealth Advisory has 14 licensed agents and 17 investment adviser representatives.

Centura Wealth Advisory

12255 EL CAMINO REAL

SAN DIEGO, CA 92130

$642.98M

Assets Under Management

13

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

CENTURA WEALTH ADVISORY has a total of 5 branch locations across the country.
location

LAKEVILLE, MN

location

Jenkintown, PA

location

SAN DIEGO, CA

location

St. Augustine, FL

location

Williamstown, NJ

Advisors at Centura Wealth Advisory

View All 12 Advisors
Unclaimed
Rachel Sierra Self

RA

SAN DIEGO, CA

View Profile
Unclaimed
Peter Stephen Staab

RA

SAN DIEGO, CA

View Profile
Unclaimed
David Martinez

RA

SAN DIEGO, CA

View Profile
Unclaimed
Gregory Walter Klipstein

CFP®, RA

Williamstown, NJ

View Profile
Unclaimed
Cody Michael Nigh

CFP®, RA

SAN DIEGO, CA

View Profile
Unclaimed
Daniel Paul Stolfa

CFP®, RA

View Profile
Unclaimed
Sean Kelley Clark

RA

SAN DIEGO, CA

View Profile
Unclaimed
Kyle Lee Malmstrom

RA

SAN DIEGO, CA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Centura Wealth Advisory is right for you?

Disclosures

There are no public disclosures for Centura Wealth Advisory.

Frequently Asked Questions (6)

Not sure if Centura Wealth Advisory is right for you?