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Centurion Wealth Management

Headquartered in MCLEAN, VA

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Firm Information

Centurion Wealth Management is an investment advisor registered with the SEC. Located in McLean, Virginia, the firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Centurion Wealth Management manages over $591 million in assets for 1,655 accounts.

Centurion Wealth Management

7901 JONES BRANCH DRIVE

MCLEAN, VA 22102

$591.42M

Assets Under Management

Not reported

Total Clients

6

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

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.

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percentage of assets

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

Branch Locations (3)

CENTURION WEALTH MANAGEMENT has a total of 3 branch locations across the country.

Advisors at Centurion Wealth Management

View All 6 Advisors

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Disclosures

There are no public disclosures for Centurion Wealth Management.

Frequently Asked Questions (9)

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