Insights

Affluent Client Focus Centura Wealth Advisory primarily serves high net worth and ultra-high net worth individuals and families, indicating a need for sophisticated, personalized financial solutions and advanced wealth management tools.

Growth and Revenue With estimated revenues between 50 and 100 million dollars and a dedicated team of up to 200 employees, the firm demonstrates significant market presence and potential for expanding operational and technological capabilities.

Leadership Enhancement The recent hiring of a CFA and CFP® as Chief Investment Officer highlights a strategic emphasis on expertise in investment management, suggesting opportunities to introduce advanced analytics or advisory services that complement leadership priorities.

Technology Utilization Utilizing a tech stack that includes HubSpot analytics, cloud services, and data security tools, Centura is positioned to benefit from innovative fintech solutions that enhance client engagement, data-driven decision-making, and operational efficiency.

Market Positioning As a mid-sized firm with comparable peers like Modera and Abacus Wealth, Centura can leverage its tailored approach and transparency to attract more high-net-worth clients seeking personalized wealth management amid competitive market trends.

Centura Wealth Advisory Tech Stack

Centura Wealth Advisory uses 8 technology products and services including Orion Advisor, Amazon Web Services, Google Hosted Libraries, and more. Explore Centura Wealth Advisory's tech stack below.

  • Orion Advisor
    Accounting And Finance
  • Amazon Web Services
    Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • Salesforce Experience Cloud
    Customer Relationship Management
  • Microsoft Access
    Database Management Software
  • Microsoft PowerPoint
    Editors
  • Azure Active Directory
    Identity And Access Management
  • jQuery Waypoints
    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

Where is Centura Wealth Advisory's headquarters located?

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Centura 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 3 continents, including North AmericaAfricaEurope.

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 June 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 Orion AdvisorAmazon Web ServicesGoogle Hosted LibrariesSalesforce Experience CloudMicrosoft AccessMicrosoft PowerPointAzure Active DirectoryjQuery Waypoints.

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

Headquarters
12255 el Camino Real Suite 125 San Diego, California 92130 United States
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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