Insights

High Revenue Range Centennial Wealth Advisory operates within a substantial revenue bracket of 10 to 25 million dollars, indicating strong financial stability and potential for expanded service offerings in premium wealth management solutions.

Targeted Investment Portfolio The company's recent investment in Invesco BulletShares 2022 Corporate Bond ETF suggests a focus on fixed income assets, presenting opportunities to offer tailored investment products and risk management strategies.

Unique Client Focus With a small team and personalized service approach, there may be a market niche for bespoke technology integrations and digital tools that enhance client experience without extensive overhead.

Recent Personnel Growth The hiring of a new financial adviser indicates potential for expanding advisory services, providing a chance to introduce advanced financial planning tools and training solutions.

Industry Positioning Operating in the competitive financial advisory landscape alongside industry giants, there is an opportunity to differentiate through specialized services such as strategic tax management and estate planning, appealing to high-net-worth clients seeking comprehensive financial solutions.

Centennial Wealth Advisory Tech Stack

Centennial Wealth Advisory uses 8 technology products and services including Google Optimize, Google Ads, Font Awesome, and more. Explore Centennial Wealth Advisory's tech stack below.

  • Google Optimize
    A/B Testing
  • Google Ads
    Advertising
  • Font Awesome
    Font Scripts
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • Liquid Web
    Platform As A Service
  • ZURB Foundation
    UI Frameworks
  • Facebook
    Widgets

Centennial Wealth Advisory's Email Address Formats

Centennial Wealth Advisory uses at least 1 format(s):
Centennial Wealth Advisory Email FormatsExamplePercentage
First@cen-wealth.comJohn@cen-wealth.com
36%
Last@cen-wealth.comDoe@cen-wealth.com
25%
First.Last@cen-wealth.comJohn.Doe@cen-wealth.com
3%
First@cen-wealth.comJohn@cen-wealth.com
36%

Frequently Asked Questions

Where is Centennial Wealth Advisory's headquarters located?

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Centennial Wealth Advisory's main headquarters is located at Traverse City, Michigan 49684 United States. The company has employees across 1 continents, including North America.

What is Centennial Wealth Advisory's phone number?

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You can contact Centennial Wealth Advisory's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Centennial Wealth Advisory's official website and social media links?

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Centennial Wealth Advisory's official website is cen-wealth.com and has social profiles on LinkedIn.

What is Centennial Wealth Advisory's SIC code NAICS code?

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Centennial Wealth Advisory's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Centennial Wealth Advisory have currently?

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As of February 2026, Centennial Wealth Advisory has approximately 1 employees across 1 continents, including North America. Key team members include Financial Advisor/Senior Partner: L. F.Director Of Operations: A. C.Tv Producer / Director Of Marketing: F. B.. Explore Centennial Wealth Advisory's employee directory with LeadIQ.

What industry does Centennial Wealth Advisory belong to?

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Centennial Wealth Advisory operates in the Financial Services industry.

What technology does Centennial Wealth Advisory use?

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Centennial Wealth Advisory's tech stack includes Google OptimizeGoogle AdsFont AwesomeGoogle Fonts APIjQueryLiquid WebZURB FoundationFacebook.

What is Centennial Wealth Advisory's email format?

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Centennial Wealth Advisory's email format typically follows the pattern of First@cen-wealth.com. Find more Centennial Wealth Advisory email formats with LeadIQ.

Centennial Wealth Advisory

Financial ServicesMichigan, United States0-1 Employees

Each of our clients enjoys our expertise in assisting them with the following planning areas: * Portfolio investment strategies * Strategic tax management * Liability risk management * Estate distribution analysis and planning * Income scheduling and analysis * Capital accounts administration * Critical financial event response

Section iconCompany Overview

Headquarters
Traverse City, Michigan 49684 United States
Phone number
SIC Code
8741 - Management Services
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconFunding & Financials

  • $10M$25M

    Centennial Wealth Advisory's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Centennial Wealth Advisory's revenue is estimated to be in the range of $10M$25M

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