Centric Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 133877
- SEC number
- 801-63837
- Firm type
- RIA
- Assets under management
- $792.9M as of Apr 13, 2026
- Website
- faroadvisory.com ↗
- Phone
- 312-429-6100
- Address
- 333 W. Wacker Drive, Chicago, IL, 60606
Advisors at this firm
8 in our index · page 1 of 1
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Juan Carlos AvilaCRD 2058210 · Chicago, ILIA RegisteredDisclosure event(s) on record
-
Gavin Patrick DoyleCRD 7767940 · Chicago, ILIA Registered
-
Garett Joseph NesbittCRD 4585669 · Bannockburn, ILIA RegisteredRegistration inactive
-
Ellis Temistocles RutiliCRD 6665324 · Chicago, ILIA RegisteredRegistration inactive
-
Virgil John RutiliCRD 4061960 · Chicago, ILIA RegisteredBroker
-
Catalina UlloaCRD 6457838 · Chicago, ILIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Kelli Darner WangCRD 4925647 · Chicago, ILIA RegisteredRegistration inactive
-
Stacie J'ann ZapfelCRD 4313709 · Chicago, ILIA RegisteredRegistration inactive
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 133877 ↗
FINRA BrokerCheck record for firm CRD 133877 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.