CENTER HILL WEALTH, LLC

Adviser information for CENTER HILL WEALTH, LLC last updated from Form ADV on June 2nd, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 97 $8.5M
Non-Discretionary 0 $0
Total 97 $8.5M

Clients

Type Number RAUM
Individuals 40 $6.8M
HNW Individuals <5 $1.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 1 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-127168
SEC ERA File Number 801-127168
SEC CIK Numbers None
SEC CRD Numbers 323647
Legal Entity Identifier None

Principal Office

1046 APPLE ORCHARD CIRCLE
NASHVILLE
TN
United States
Monday - Friday, 8 AM - 4 PM
Tel: 931-510-2994, Fax: None

Chief Compliance Officer

WILLIAM BRADY ADAMS
FOUNDER, PRESIDENT, & MANAGING MEMBER
1046 APPLE ORCHARD CIRCLE
NASHVILLE
TN
United States
Tel: 931-510-2994
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ADAMS, WILLIAM, B Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 11/2022 > 75%

No. Employees, Historic

10502022202320241 on 12/12/20221 on 1/12/20231 on 1/12/20231 on 3/28/20231 on 6/2/2023

RAUM, Historic

9M5M02022202320240 on 12/12/20220 on 1/12/20230 on 1/12/20238460162 on 3/28/20238460162 on 6/2/2023

No. Clients, Historic

502502022202320240 on 12/12/20220 on 1/12/20230 on 1/12/202345 on 3/28/202345 on 6/2/2023