Fee-OnlyFinder

Centurion Wealth Management

Financial planning in McLean, VA

SEC registeredNo commissions reported

Call (571) 765-1890Send a messageMap ↗

Public-record details

Address
7901 Jones Branch Drive, Suite 230, McLean, VA 22102
Phone
(571) 765-1890
Listed under
Financial planning, Hourly fees, % of assets managed, Retirement plan consulting
Legal name
Centurion Wealth Management, LLC
CRD number
317929
Registration
SEC registered since 2022-01-07
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$786.2 million
Accounts managed
1,504
Clients reported (Form ADV 5.D)
415
Individual / high-net-worth clients
235 / 170
Employees
13
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-25

SEC registered investment adviser, CRD 317929, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in McLean

4j Wealth Management, LLC1355 Beverly Rd, Suite 310 · McLean, VA 22101 · (703) 566-9573 · Financial planningCRD 297268 · % of assets, Hourly charges, Fixed fees · $348.1 million AUMSEC registeredNo commissions reportedActiv8 Family Office LLC1775 Tyson's Blvd, 5th Floor, Suite 5175 · McLean, VA 22102 · (978) 870-0255 · Financial planningCRD 337753 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedActs Financial Advisors1390 Chain Bridge Rd #10147 · McLean, VA 22101 · (571) 749-5522 · Financial planningCRD 325930 · % of assets, Hourly charges, Fixed fees · $126.5 million AUMSEC registeredNo commissions reportedAdvisors Financial, INC.8201 Greensboro Drive, Suite 415 · McLean, VA 22102 · (703) 883-0300 · Financial planningCRD 144837 · % of assets, Hourly charges, Fixed fees · $321.2 million AUMSEC registeredNo commissions reportedAegis Financial Corporation6862 Elm Street, Suite 830 · McLean, VA 22101 · (703) 528-7788 · % of assets managedCRD 111587 · % of assets · $1.4 billion AUMSEC registeredNo commissions reportedAlexander Randolph Advisory INC8200 Greensboro Drive, Suite 1125 · McLean, VA 22102 · (703) 734-1507 · Financial planningCRD 106024 · % of assets, Hourly charges, Fixed fees · $403.9 million AUMSEC registeredNo commissions reportedAlpha Financial Advisors, LLC8260 Greensboro Drive, Suite 125 · McLean, VA 22102 · (703) 442-7686 · Financial planningCRD 116291 · % of assets, Hourly charges, Fixed fees · $218.3 million AUMSEC registeredNo commissions reportedAndersen1861 International Drive, Suite 501 · McLean, VA 22102 · (571) 382-0020 · Financial planningCRD 124205 · % of assets, Hourly charges, Fixed fees · $6.3 billion AUMSEC registeredNo commissions reported

All 30 in McLean →