Insights

Highend client focus Target high net worth and ultra-high net worth individuals and institutions served by Centura Wealth Advisory to tailor premium advisory services and explore premium technology-enabled reporting integrations for sophisticated portfolios.

Technology investments Centura has repeatedly invested in technology and systems to provide transparent reporting and decision-support tools. This suggests a need for advanced fintech integrations, data analytics, and secure client portals that could improve efficiency and client experience.

Growth trajectory With revenue in the mid-range and recent recognition as a top advisory firm, there is an opportunity to position scalable solutions for growth, including enterprise-grade compliance, workflow automation, and CRM optimizations to support expansion plans.

Strategic leadership Key personnel changes such as appointing a chief investment officer indicate a potential openness to enhanced investment platforms, portfolio analytics, and MIDAS-style decision-support tools aligned with the CIO's oversight.

Competitive positioning Recognized awards and a San Diego presence place Centura as a regional leader; sales opportunities exist to upsell services around ESG investing, fiduciary governance support, and targeted client reporting that differentiates from mid-market peers.

Similar companies to Centura Wealth Advisory

Centura Wealth Advisory Tech Stack

Centura Wealth Advisory uses 8 technology products and services including UserWay, LinkedIn Recruiter, Salesforce Lightning, and more. Explore Centura Wealth Advisory's tech stack below.

Centura Wealth Advisory's Email Address Formats

Centura Wealth Advisory uses at least 2 email formats:
Centura Wealth Advisory Email FormatsExamplePercentage
FLast@centurawealth.comJDoe@centurawealth.com
91%
Last@centurawealth.comDoe@centurawealth.com
9%

Frequently Asked Questions

What is Centura Wealth Advisory's phone number?

Minus sign iconPlus sign icon
You can contact Centura 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 Centura Wealth Advisory's official website and social media links?

Minus sign iconPlus sign icon
Centura Wealth Advisory's official website is centurawealth.com and has social profiles on LinkedIn.

How much revenue does Centura Wealth Advisory generate?

Minus sign iconPlus sign icon
As of August 2026, Centura Wealth Advisory's annual revenue is estimated to be $50M - $100M.

What is Centura Wealth Advisory's NAICS code?

Minus sign iconPlus sign icon
Centura Wealth Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Centura Wealth Advisory have currently?

Minus sign iconPlus sign icon
As of August 2026, Centura Wealth Advisory has approximately 64 employees across 3 continents, including North America, Africa and Europe. Key team members include Chief Executive Officer: N. G., Chief Operating Officer, Chief Compliance Officer: J. D. and Chief Operating Officer, Chief Compliance Officer: J. K. Explore Centura Wealth Advisory's employee directory with LeadIQ.

What industry does Centura Wealth Advisory belong to?

Minus sign iconPlus sign icon
Centura Wealth Advisory operates in the Financial Services industry.

What technology does Centura Wealth Advisory use?

Minus sign iconPlus sign icon
Centura Wealth Advisory's tech stack includes UserWay, LinkedIn Recruiter, Salesforce Lightning, Calendly, Canva, Amazon Web Services, WordPress and Piwik PRO Core.

What is Centura Wealth Advisory's email format?

Minus sign iconPlus sign icon
Centura Wealth Advisory's email format typically follows the pattern of FLast@centurawealth.com. Find more Centura Wealth Advisory email formats with LeadIQ.

When was Centura Wealth Advisory founded?

Minus sign iconPlus sign icon
Centura Wealth Advisory was founded in 2018.
Centura Wealth Advisory logo

Centura Wealth Advisory

Financial ServicesCalifornia, United States51-200 Employees

Centura Wealth Advisory is a financial services firm that provides wealth management services to individuals, families, and institutions. Its approach emphasizes a structured, transparent process intended to help clients pursue their financial goals while reducing ongoing concerns about their wealth. Based in San Diego, California, the firm focuses on serving high net worth and ultra-high net worth clients through its Liberated Wealth process, which aims to offer a methodical and accountable pathway to financial outcomes. The organization operates as a Registered Investment Adviser, with services offered to clients and prospective clients who are properly licensed or exempt from licensure, and it maintains a presence at its San Diego headquarters.

In addition to its core advisory role, Centura has garnered public recognition in the financial services industry, including selections for best financial advisory firms in 2026. The firm has also announced leadership changes in its history, such as the appointment of a chief investment officer in 2019, reflecting ongoing efforts to refine its investment discipline. Centura is positioned within the broader wealth management landscape, alongside other established firms in the sector, and serves clients seeking a disciplined and transparent approach to managing and planning their financial futures.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconFunding & Financials

  • $50M - $100M

    Centura Wealth Advisory's revenue is estimated to be in the range of $50M - $100M

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.