LeadIQ logo
Learn more at LeadIQ.com

Insights

Target Client Base Centura Wealth Advisory primarily serves high net worth and ultra-high net worth individuals and families, presenting opportunities to offer specialized wealth management solutions, estate planning services, and exclusive investment products tailored to affluent clients.

Growth Potential With revenues estimated between 50 to 100 million dollars and a dedicated team of up to 200 employees, Centura demonstrates solid financial health and expansion capacity, making it a promising prospect for strategic partnerships or technology solutions that enhance efficiency and client engagement.

Technology Stack Utilizing modern tools like HubSpot Analytics, WordPress, and cloud-based services highlights an openness to digital innovation, suggesting opportunities for enhanced CRM capabilities, data analytics, or cybersecurity solutions to optimize their client service and operational security.

Leadership Changes The appointment of a new Chief Investment Officer in 2019 signifies a focus on strengthening investment strategies, indicating a potential interest in advanced investment analytics, financial planning tools, or advisory technology to support portfolio management.

Market Positioning Operating in a competitive segment with peers like Focus Financial Partners and Colony Group suggests that tailored service offerings, differentiating tech solutions, or strategic branding initiatives could help Centura enhance its market positioning and attract more high-value clients.

Centura Wealth Advisory Tech Stack

Centura Wealth Advisory uses 8 technology products and services including HubSpot Analytics, WordPress, Cloudflare, and more. Explore Centura Wealth Advisory's tech stack below.

  • HubSpot Analytics
    Analytics
  • WordPress
    Content Management System
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Microsoft Excel
    Editors
  • Font Awesome
    Font Scripts
  • FingerprintJS
    Javascript Libraries
  • Magnific Popup
    Web Tools And Plugins

Centura Wealth Advisory's Email Address Formats

Centura Wealth Advisory uses at least 1 format(s):
Centura Wealth Advisory Email FormatsExamplePercentage
FLast@centurawealth.comJDoe@centurawealth.com
45%
Last@centurawealth.comDoe@centurawealth.com
5%
FLast@centurawealth.comJDoe@centurawealth.com
45%
Last@centurawealth.comDoe@centurawealth.com
5%

Frequently Asked Questions

Where is Centura Wealth Advisory's headquarters located?

Minus sign iconPlus sign iconCentura Wealth Advisory's main headquarters is located at 12255 el Camino Real Suite 125 San Diego, California 92130 United States. The company has employees across 2 continents, including North AmericaAfrica.

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
+1-858-771-****
. 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 iconCentura Wealth Advisory's official website is centurawealth.com and has social profiles on LinkedIn.

What is Centura Wealth Advisory's NAICS code?

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

How many employees does Centura Wealth Advisory have currently?

Minus sign iconPlus sign iconAs of February 2026, Centura Wealth Advisory has approximately 57 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: N. G.Chief Operating Officer, Chief Compliance Officer: J. D.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 iconCentura Wealth Advisory operates in the Financial Services industry.

What technology does Centura Wealth Advisory use?

Minus sign iconPlus sign iconCentura Wealth Advisory's tech stack includes HubSpot AnalyticsWordPressCloudflareMySQLMicrosoft ExcelFont AwesomeFingerprintJSMagnific Popup.

What is Centura Wealth Advisory's email format?

Minus sign iconPlus sign iconCentura 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 iconCentura Wealth Advisory was founded in 2018.

Centura Wealth Advisory

Financial ServicesCalifornia, United States51-200 Employees

Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future.  Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients.  Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. 

Ready to take your wealth from burdened to Liberated? Call us today to begin your journey with Centura Wealth Advisory. 858-771-9500.

CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.

Section iconCompany Overview

Headquarters
12255 el Camino Real Suite 125 San Diego, California 92130 United States
Phone number
+1-858-771-****
Website
centurawealth.com
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

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

Section iconFunding & Financials

  • $50M$100M

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

Company Leadership

  • Stylized image of a person
    N. G.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Chief Operating Officer, Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Chief Operating Officer, Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    I. P.
    President And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    Sr. Director Insurance
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    R. C.
    Director Of Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J.
    People And Culture Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. F.
    Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Senior Wealth Advisor At Centura Wealth Advisory
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R. C.
    Senior Talent Acquisition Specialist
    Phone icon
    Mobile Phone

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.

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.