Centennial Wealth Advisory, LLC

CRD 138054 · Traverse City, MI · $397.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 138054
SEC number: 801-113464
Firm type: RIA
Assets under management: $397.1M as of Apr 28, 2026
Website: cen-wealth.com ↗
Phone: 231-995-9575
Address: 701 Third Street, Traverse City, MI, 49684

Advisors at this firm

9 in our index · page 1 of 1

Arthur Rolland CanfieldCRD 6325487 · Traverse City, MI

IA Registered
Joseph Denzel CarpenterCRD 6320338 · Traverse City, MI

IA RegisteredRegistration inactive
Nicholas Duane GreenmanCRD 7067274 · Traverse City, MI

IA Registered
Raymond J JagerCRD 7564557 · Traverse City, MI

IA Registered
Jack Calvin KlunderCRD 6973686 · Traverse City, MI

IA Registered
Luke Leonard MooiCRD 6652973 · Traverse City, MI

IA Registered
Leah NeverthCRD 8160560 · Traverse City, MI

IA Registered
Ashley Sue SmithCRD 6697751 · Traverse City, MI

IA Registered
Jonathan Thomas TorbetCRD 4933749 · Traverse City, MI

IA Registered

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 138054 ↗ FINRA BrokerCheck record for firm CRD 138054 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.