Centura Wealth Advisory
San Diego, CA·SEC-registered · CRD #296985
Centura Wealth Advisory is an SEC-registered investment advisory firm in San Diego, CA managing $1.2B across 2.6k client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.6k
Advisory staff
19
Fee model
Fee-based
How Centura Wealth Advisory is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Centura Wealth Advisory
How much does Centura Wealth Advisory manage?
Per its most recent SEC Form ADV filing (06/02/2026), Centura Wealth Advisory reports $1.2B in regulatory assets under management across roughly 2.6k client accounts.
How does Centura Wealth Advisory charge?
Centura Wealth Advisory is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Centura Wealth Advisory a fiduciary?
Yes. Centura Wealth Advisory is registered with the U.S. Securities and Exchange Commission (CRD #296985), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Centura Wealth Advisory taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Centura Wealth Advisory and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Centura Wealth Advisory's public SEC Form ADV filing (CRD #296985, filed 06/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Centura Wealth Advisory. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Centura Wealth Advisory? Claim this profile.