Wealth manager, wrap-program sponsor
Center for Wealth Management Advisory
Center for Wealth Management LLC. · SEC-registered investment adviser · CRD 171221 · SEC 801-112042
At a glance
Center for Wealth Management Advisory is an SEC-registered investment adviser based in United States, with $228 million in regulatory assets under management as of its Form ADV filed May 7, 2026. Its largest client group by assets is individuals, and it reports 642 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 5,335th of 8,915 wealth managers and 11,579th of 17,210 SEC-registered advisers by assets.
centerforwealthmanagement.comAs filed on Form ADV
- Regulatory AUM
- $228M
- Rank among wealth managers
- #5,335 of 8,915
- Rank among all SEC RIAs
- #11,579 of 17,210
- Individual clients
- 642
- High-net-worth clients
- 54
- Accounts
- 1,356
- Discretionary
- 97% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Christopher M. WrightCCO Managing Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Center for Wealth Management Advisory is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed May 2026) names LPL Financial as the broker-dealer its advisers are registered with.
tion for the Sale of Securities or Other Investment Products Your investment advisor representative when acting as a Registered Representative with LPL representative receives compensation as a result of your participation in our programs.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 588 | $135M | 59% |
| High-net-worth individuals | 54 | $92M | 40% |
| Business development companies | 3 | $0M | <1% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Center for Wealth Management Advisory reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗centerforwealthmanagement.com ↗
AtlasMembers
The full record on Center for Wealth Management Advisory
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 6,211 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Center for Wealth Management Advisory manage?
Center for Wealth Management Advisory reports $228 million in regulatory assets under management across 1,356 accounts, 97% of it on a discretionary basis, on its Form ADV filed May 7, 2026.
What kind of firm is Center for Wealth Management Advisory?
Center for Wealth Management Advisory is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Center for Wealth Management Advisory’s clients?
By assets, its largest client types are individuals ($135 million, 588 clients); high-net-worth individuals ($92 million, 54 clients); business development companies ($438,199, 3 clients).
Does Center for Wealth Management Advisory have any disciplinary history?
Center for Wealth Management Advisory reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Center for Wealth Management Advisory’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →