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Centeras Private Wealth

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS
62,617

Firm Details

Metro area Manchester, NH
CRD Number
Website centeraspw.com
Client types

Overview

Centeras Private Wealth was founded in 2020 by Travis Grieb, who had worked at a major financial institution for the prior 14 years. Although he was recognized there eight different years for his performance, he decided to launch his own independent firm to marshal more resources, offer more options, and create more opportunities for his clients to enjoy more of the prosperity of their lives. Centeras Private Wealth is a partner firm of Sanctuary Wealth, the advanced platform for the next generation of elite independent advisors. Sanctuary’s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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