Centrica Wealth Management

EST. AUM
$627,395,464

CONTACTS
2

CLIENT ACCOUNTS
45

Firm Details

Metro area Miami
CRD Number 335042
Website centricafg.com
Client types

Overview

Centrica is a Florida-based limited liability company, established in April 2025 and majority owned by Centrica Financial Group, LLC, a Delaware corporation jointly held by Mr. Alejandro Gambirazio and Mr. Jesus Urrutia. In May 2025, Centrica acquired Activa Financial Advisors, LLC, an SEC-registered Investment Adviser, and has since rebranded the business under the Centrica name. Centrica provides investment advisory services tailored to high-net-worth individuals, families, estates, trusts, corporations, and other qualified entities. Its approach centers on helping clients define their investment objectives and constructing bespoke strategies to meet those goals. These strategies are documented in a formal Investment Policy Statement (IPS), outlining recommended asset allocation, portfolio parameters, risk tolerance, time horizons, and other client-specific criteria. Centrica delivers these services on both a discretionary and non-discretionary basis. Discretionary clients authorize Centrica to implement investment strategies on their behalf, while non-discretionary clients retain control over final investment decisions. Notably, Centrica does not maintain custody of client assets; instead, clients select their own custodians. Although the firm may recommend custodians, it does not receive compensation for such recommendations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Centrica Wealth Management

Platform Details

Investment Preferences

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