Centric Wealth Management, Llc
- Regulatory AUM
- $793M
- Discretionary
- $793M
- Clients
- 583
- Avg AUM / client
- $1.4M
- Accounts
- 1,590
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 442 | $201M | 25.4% |
| High net worth individuals | 126 | $555M | 70.0% |
| Pension and profit sharing plans | 7 | $2.9M | 0.37% |
| Charitable organizations | 2 | $3.2M | 0.4% |
| Corporations and other businesses | 6 | $30.3M | 3.82% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Instituto Del Progreso Latino 403(b) Plan Instituto Del Progreso Latino | 2024 | |
| Ywca Metropolitan Chicago 401(k) Plan Ywca Metropolitan Chicago | 2024 | |
| Humboldt Park Health 403(b) Plan Humboldt Park Health | 2024 | |
| Humboldt Park Health Retirement Plan Humboldt Park Health | 2024 | |
| Sertoma Star Services 403(b) Plan Sertoma Star Services | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stacie J'ann Zapfel | Chief Compliance Officer | Jan 2012 (15y) | Less than 5% | |
| Virgil John Rutili | Member | CFP | Mar 2018 (8y) | 50% – 75% |
| Garett Joseph Nesbitt | Registered representative | Mar 2018 (8y) | ||
| Catalina Ulloa | Registered representative | Mar 2018 (8y) | ||
| Kelli Darner Wang | Registered representative | Mar 2018 (8y) | ||
| Juan Carlos Avila | Registered representative | May 2023 (3y) | ||
| Gavin Patrick Doyle | Registered representative | Aug 2023 (3y) | ||
| Ellis Temistocles Rutili | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fgmk Advisory, Llc | Member | Jul 2006 | A | 50% – 75% |
| Fgmk Business Holdings, Llc | Member | Jul 2006 | B | ≈ 37.5% – 75% via Fgmk Advisory, Llc |
| Fgmk Investments, Llc | Member | Jul 2006 | B | GP / trustee / elected manager of Fgmk Advisory, Llc (indirect) |
Estimated effective ownership (look-through of filed bands):
- Fgmk Business Holdings, Llc: 75% – 100% of Fgmk Advisory, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Instituto Del Progreso Latino 403(b) Plan | Instituto Del Progreso Latino | 178 | $2.5M | 07/01/2024 |
| Ywca Metropolitan Chicago 401(k) Plan | Ywca Metropolitan Chicago | 244 | $2.4M | 07/01/2024 |
| Humboldt Park Health 403(b) Plan | Humboldt Park Health | 936 | $25.9M | 01/01/2024 |
| Humboldt Park Health Retirement Plan | Humboldt Park Health | 49 | $22.8M | 01/01/2024 |
| Sertoma Star Services 403(b) Plan | Sertoma Star Services | 210 | $9.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $793M (100% of AUM) Jul 2026
- Alliance Berstein $3.4M (0% of AUM) Mar 2019
- Pimco $1.2M (0% of AUM) Mar 2019
- Blackrock $798K (0% of AUM) Mar 2019
- Santa Barbara Asset Management, Llc $439K (0% of AUM) Mar 2019
- Schaefer Cull Capital Management $414K (0% of AUM) Mar 2019
- Alpha Quant $403K (0% of AUM) Mar 2019
- Zachs Investment Management $291K (0% of AUM) Mar 2019
- The London Company Of Virginia $213K (0% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗