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Centura Wealth Advisory

EST. AUM
$1,195,740,335

CONTACTS
10

CLIENT ACCOUNTS
2,558

Firm Details

Metro area San Diego
CRD Number 296985
Website centurawealth.com
Client types

Overview

Centura distinguishes itself from traditional multi-family office wealth management firms by offering advanced tax and estate planning solutions that others often lack. The firm invests significantly in technology and systems to ensure clients receive fully transparent reporting and tools for making informed decisions regarding their wealth plan. Centura is headquartered in San Diego, California, is deeply committed to client objectives, and accepts the fiduciary responsibility of protecting client interests. The company aims to be the best in its selected business areas, not the biggest.

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Alternative Activity

Address

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

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