Insights

High net worth focus Target Centura Wealth Advisory's high net worth and ultra-high net worth client base to position tailored, high-margin advisory services and sophisticated investment strategies.

Recognition leverage Capitalize on recent Best Financial Advisory Firms accolades to create case studies, social proof, and referral opportunities with centers of influence and affluent prospects.

Scale and growth signals Leverage the firm’s revenue range and mid-sized employee base to propose scalable technology, process automation, and outsourced CCO/firmwide investment governance solutions to support growth.

Technology modernization Offer integrated tech enhancements that align with their stack (Orion, AWS, Salesforce) to improve data analytics, client experience, and cybersecurity staffing for competitive differentiation.

Strategic partnerships Position advisory and technology partnerships that address wealth planning, risk management, and family office capabilities to deepen client penetration, cross-sell services, and expand AUM.

Centura Wealth Advisory Tech Stack

Centura Wealth Advisory uses 8 technology products and services including Addepar, Amazon Web Services, Amazon S3, and more. Explore Centura Wealth Advisory's tech stack below.

  • Addepar
    Accounting And Finance
  • Amazon Web Services
    Cloud Hosting
  • Amazon S3
    Content Delivery Network
  • SCADA
    Control Systems
  • Salesforce Object Query Language
    Data Management
  • Microsoft Excel
    Editors
  • Azure Active Directory
    Identity And Access Management
  • X-UA-Compatible
    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
91%
Last@centurawealth.comDoe@centurawealth.com
9%

Frequently Asked Questions

What is Centura Wealth Advisory's phone number?

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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?

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

What is Centura Wealth Advisory's NAICS code?

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

How many employees does Centura Wealth Advisory have currently?

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As of July 2026, Centura Wealth Advisory has approximately 64 employees across 3 continents, including North AmericaAfricaEurope. 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?

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Centura Wealth Advisory operates in the Financial Services industry.

What technology does Centura Wealth Advisory use?

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Centura Wealth Advisory's tech stack includes AddeparAmazon Web ServicesAmazon S3SCADASalesforce Object Query LanguageMicrosoft ExcelAzure Active DirectoryX-UA-Compatible.

What is Centura Wealth Advisory's email format?

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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?

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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

Section iconFunding & Financials

  • $50M$100M

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

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