LeadIQ logo
Learn more at LeadIQ.com
Centerline Wealth Advisors logo

Centerline Wealth Advisors Employee Directory

Financial ServicesKentucky, United States2-10 Employees

Centerline Wealth Advisors is a registered investment advisor headquartered in Louisville, Kentucky, that offers investment advice and management services to a selective client base and their families. The firm emphasizes long-term, comprehensive financial planning and ongoing support across clients’ financial lives, reflecting a focus on meticulous, individualized guidance rather than one-off solutions. Operating within the financial services industry, the organization positions itself as a boutique advisory practice with a narrow, service-oriented mandate. Established in Louisville, the firm serves a small professional team and concentrates on delivering tailored financial planning and asset management for households seeking stability and ongoing oversight of their financial affairs.

Find Centerline Wealth Advisors employees' phone numbers or email addresses

Centerline Wealth Advisors Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Centerline Wealth Advisors's Leadership

  • Stylized image of a person
    A. A. M. A. C.
    Chief Executive Officer, Senior Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    J. W.
    Wealth Management Strategist
    Mobile Phone
  • Stylized image of a person
    B. A.
    Financial Planning Associate
    Mobile Phone

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
Location
Last Update
  • Stylized image of a person
    A. A. M. A. C.
    Chief Executive Officer, Senior Wealth Advisor
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. W.
    Wealth Management Strategist
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    B. A.
    Financial Planning Associate
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Centerline Wealth Advisors known for?

Minus sign iconPlus sign iconCenterline Wealth Advisors was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-502-242-****
. Explore Centerline Wealth Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconCenterline 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?

Minus sign iconPlus sign iconCenterline Wealth Advisors has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Chief Executive Officer, Senior Wealth Advisor: A. A. M. A. C.
  • Wealth Management Strategist: J. W.
  • Financial Planning Associate: B. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.