Centerline Wealth Advisors Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families.

Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.

Find Centerline Wealth Advisors employees' phone numbers or email addresses

Centerline Wealth Advisors Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Centerline Wealth Advisors's Leadership

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    A. A.
    Chief Executive Officer, Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    A. A. M. A. C.
    Chief Executive Officer, Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    T. C.
    Chief Of Staff
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    M. H.
    Director Of Operations, Cco
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    L. L.
    Director Of Client Services
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    L. L.
    Director Of Client Services
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    J. A.
    Security Engineer & Digital Strategies Manager
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  • Stylized image of a person
    J. W.
    Financial Planning Associate
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Centerline Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Information Security
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Centerline Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    A. A.
    Chief Executive Officer, Senior Wealth Advisor
    Phone icon
    United StatesKentucky
    Apr 06, 2026
  • Stylized image of a person
    M. H.
    Director Of Operations, Cco
    Phone icon
    United StatesKentucky
    Mar 25, 2026
  • Stylized image of a person
    A. A. M. A. C.
    Chief Executive Officer, Senior Wealth Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. C.
    Chief Of Staff
    Phone icon
    United StatesKentucky
    Apr 07, 2026
  • Stylized image of a person
    L. L.
    Director Of Client Services
    Phone icon
    United StatesKentucky
    Mar 06, 2026
  • Stylized image of a person
    L. L.
    Director Of Client Services
    Phone icon
    United StatesKentucky
    Sep 06, 2023
  • Stylized image of a person
    J. A.
    Security Engineer & Digital Strategies Manager
    Phone icon
    United StatesKentucky
    Mar 06, 2026
  • Stylized image of a person
    J. W.
    Financial Planning Associate
    Phone icon
    United StatesKentucky
    Mar 06, 2026
  • Stylized image of a person
    J. W.
    Wealth Management Strategist
    Phone icon
    Mar 06, 2026
  • Stylized image of a person
    A. H.
    Client Services And Marketing
    Phone icon
    United States
    Mar 06, 2026

Frequently Asked Questions

What is Centerline Wealth Advisors known for?

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Centerline Wealth Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 10200 Forest Green Boulevard Suite 311 Louisville, Kentucky 40223 United States; you can contact the main corporate office by phone at . Explore Centerline Wealth Advisors's company overview page for more information.

What is Centerline Wealth Advisors's most common email format?

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Centerline Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Centerline Wealth Advisors email formats with LeadIQ.

How many employees does Centerline Wealth Advisors have currently?

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Centerline Wealth Advisors has approximately 6 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Centerline Wealth Advisors's key employees and leadership?

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As of March 2026, Centerline Wealth Advisors's key employees include:

  • Chief Executive Officer, Senior Wealth Advisor: A. A.
  • Chief Executive Officer, Senior Wealth Advisor: A. A. M. A. C.
  • Chief Of Staff: T. C.
  • Director Of Operations, Cco: M. H.
  • Director Of Client Services: L. L.

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