Center For Wealth Management Llc.
- Regulatory AUM
- $228M
- Discretionary
- $222M
- Clients
- 646
- Avg AUM / client
- $353K
- Accounts
- 1,356
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 588 | $135M | 59.3% |
| High net worth individuals | 54 | $92.1M | 40.4% |
| Business development companies | 3 | $438K | 0.19% |
| Charitable organizations | 1 | $39.7K | 0.02% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Michael Wright | Cco Managing Member | Jun 2014 (12y) | 75% or more | |
| Jason Daniel Feist | Registered representative | Jun 2014 (12y) | ||
| Keith Daniel Burkhardt | Registered representative | Dec 2014 (12y) | ||
| Deborah Anne Saas | Registered representative | Aug 2017 (9y) | ||
| Randall Gray Daniel | Registered representative | Apr 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/07/2026 | 957 KB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- LPL Financial $228M (100% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 07, 2026.
View current Form ADV (SEC/IAPD) ↗