Learn more at LeadIQ.com

Insights

High Net Worth Focus Centura Wealth Advisory caters to high net worth and ultra-high net worth individuals and institutions, presenting an opportunity to target affluent clients seeking specialized wealth management services.

Liberated Wealth Process The Liberated Wealth (SM) process offered by Centura provides a clear and accountable approach to achieving financial goals, appealing to clients looking for a structured and transparent wealth management strategy.

Technology Integration Centura Wealth Advisory employs tech tools such as Google Analytics, Cloudflare, and Salesforce Marketing Cloud Account Engagement, indicating a tech-savvy approach that aligns with clients interested in modern financial solutions.

Revenue Potential With revenue between $0-10M, Centura Wealth Advisory presents an opportunity for sales growth by tapping into the market demand for personalized and effective wealth management services within this revenue bracket.

Competitive Landscape By comparing employee strength and revenue with similar companies like Focus Financial Partners and Truepoint Wealth Counsel, Centura can position itself strategically to capitalize on its niche market and competitive advantages.

Similar companies to Centura Wealth Advisory

Centura Wealth Advisory Tech Stack

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

Google Analytics
Analytics
Google Hosted Libraries
Content Delivery Network
Cloudflare
Content Management System
Microsoft Excel
Editors
Font Awesome
Font Scripts
Pitchbook
Intelligence And Analytics
Salesforce Marketing Cloud Account Engagement
Marketing Automation
Sumo
Widgets

Media & News

Centura Wealth Advisory's Email Address Formats

Centura Wealth Advisory uses at least 1 format(s):

Centura Wealth Advisory Email Formats	Example	Percentage
FLast@centurawealth.com	JDoe@centurawealth.com	46%
Last@centurawealth.com	Doe@centurawealth.com	4%
FLast@centurawealth.com	JDoe@centurawealth.com	46%
Last@centurawealth.com	Doe@centurawealth.com	4%

Frequently Asked Questions

Where is Centura Wealth Advisory's headquarters located?

Centura Wealth Advisory's main headquarters is located at 12255 El Camino Real Suite 125 San Diego, California 92130 US. The company has employees across 2 continents, including North AmericaAfrica.

What is Centura Wealth Advisory's phone number?

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?

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

How much revenue does Centura Wealth Advisory generate?

As of September 2024, Centura Wealth Advisory's annual revenue reached $3.8M.

What is Centura Wealth Advisory's NAICS code?

Centura Wealth Advisory's NAICS code is 52 - Finance and Insurance.

How many employees does Centura Wealth Advisory have currently?

As of September 2024, Centura Wealth Advisory has approximately 45 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Executive Officer: N. G.Chief Investment Officer: C. O.Chief Operating Officer, Chief Compliance Officer: J. D.. Explore Centura Wealth Advisory's employee directory with LeadIQ.

What industry does Centura Wealth Advisory belong to?

Centura Wealth Advisory operates in the Financial Services industry.

What technology does Centura Wealth Advisory use?

Centura Wealth Advisory's tech stack includes Google AnalyticsGoogle Hosted LibrariesCloudflareMicrosoft ExcelFont AwesomePitchbookSalesforce Marketing Cloud Account EngagementSumo.

What is Centura Wealth Advisory's email format?

Centura Wealth Advisory's email format typically follows the pattern of . Find more Centura Wealth Advisory email formats with LeadIQ.

When was Centura Wealth Advisory founded?

Centura Wealth Advisory was founded in 2018.

Centura Wealth Advisory

Centura Wealth Advisory

Financial ServicesCalifornia, United States11-50 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/.

Company Overview

Headquarters: 12255 El Camino Real Suite 125 San Diego, California 92130 US
Phone number: +1-858-771-****
Website: centurawealth.com
NAICS Code: 52 - Finance and Insurance
Founded: 2018
Employees: 11-50

Media & News

Funding & Financials

$10M
Centura Wealth Advisory's revenue is in the range of $10M

Funding & Financials

$10M
Centura Wealth Advisory's revenue is in the range of $10M

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.