Centerline Wealth Advisors, LLC, based out of Louisville, KY, is a small investment advisory firm with a strong focus on managing assets for high-net-worth individuals. With over 170 individual clients and more than $207,813,000 in assets under management, Centerline Wealth Advisors excels in providing comprehensive financial planning and investment management services.
Although 401K and individual accounts make up less than 30% of their assets under management, the firm also possesses the expertise and capability to manage employer funds. A notable feature is that 99% of the assets they manage are discretionary, allowing the fir...
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Assets Under Mgmt
$207.81M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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