CENTERLINE WEALTH ADVISORS, LLC
Adviser information for CENTERLINE WEALTH ADVISORS, LLC last updated from Form ADV on February 16th, 2024. 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 | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 778 | $258.5M |
| Non-Discretionary | 4 | $2.5M |
| Total | 782 | $261.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 157 | $13.0M |
| HNW Individuals | 110 | $233.9M |
| 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 | 5 | $9.4M |
| 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 | 9 | $3.6M |
| Other | <5 | $1.2M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 14 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
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)BIZ2BEACH EXIT PLANNING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Principal Office
10200 FOREST GREEN BLVD.SUITE 311
LOUISVILLE
KY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (502) 242-1561, Fax: None
Chief Compliance Officer
MATTHEW HUNT
DIRECTOR OF OPERATIONS
10200 FOREST GREEN BLVD.
SUITE 311
LOUISVILLE
KY
United States
Tel:
(502) 242-1563
M***@*******************M
(Full email address available in API data)
Regulatory Contact
ANDREW W. ARNOLD
CHIEF EXECUTIVE OFFICER AND SENIOR WEALTH ADVISOR
10200 FOREST GREEN BLVD.
SUITE 311
LOUISVILLE
KY
United States
Tel:
502-242-1561
A***@*******************M
(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 |
|---|---|---|---|---|---|
| ARNOLD, ANDREW, WILLIAM | Individual | – | MANAGING MEMBER/CHIEF EXECUTIVE OFFICER | 01/2015 | > 75% |
| HUNT, MATTHEW, CHARLES | Individual | – | CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER | 04/2020 | < 5% |