Centric Wealth Management

  • Financial Services
  • Chicago IL
  • 1 employee
  • Financial Services
Employee Directory Email Format Management Departments
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Company Overview

Website
centricwealthmanagement.com
Employees
1
Founded in
2018
Industry
Financial Services
More Details

Financials & Stats

Revenue

$3B

More Financials

Recent News & Media

Focused on the Future: Creating a Client-Centric Wealth Management Firm

  • Jun 25, 2025
  • wealthmanagement.com

Wealth Management EDGE Financial Feud: Big Brands, Culture, Succession Planning Debated

  • Jun 11, 2025
  • wealthmanagement.com

Private banking awards national winners 2025: Peru

  • Mar 28, 2025
  • euromoney.com

Farther adds $120M firm with science-backed approach to wealth management

  • Feb 7, 2025
  • investmentnews.com

Leveraging AI and Digital Strategies for Client-Centric Wealth Management: Insights from Azimut’s COO & CTO Jackson Ng

  • Nov 22, 2024
  • hubbis.com

How Farther is building a wealth management platform in the age of AI

  • Nov 14, 2024
  • tearsheet.co

Who is Centric Wealth Management

Centric Wealth Management, LLC is an independent investment advisory firm based in Chicago, Illinois. Operating as a boutique firm, Centric employs one individual and generates an annual revenue of $2.5 million. Centric Wealth Management provides a range of financial advice and guidance to a diverse clientele, including individuals, families, businesses, and institutions. Their services are designed to assist clients in building, preserving, and managing their wealth through tailored solutions. Centric distinguishes itself from traditional financial institutions by offering expanded product lines, increased flexibility, and a wider array of solutions to help clients achieve their financial goals. Their independent status allows them to prioritize client needs and provide objective advice. For more information about Centric Wealth Management and their services, please visit their website at centricwealthmanagement.com.

Company Leadership

Catalina Ulloa

Director Of Client Services

Phone Email

Centric Wealth Management Industry Tags

Wealth Management
Financial Planning
Retirement Planning
Portfolio Management
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FAQ

What is the location of Centric Wealth Management's headquarters?
The headquarters of Centric Wealth Management are situated at 333 W Wacker Dr, Chicago IL
What is Centric Wealth Management's official website?
The official website of Centric Wealth Management can be found at centricwealthmanagement.com.
What is Centric Wealth Management's current revenue?
As of October 2019, Centric Wealth Management's annual revenue reached $3B.
How many employees does Centric Wealth Management currently have?
Centric Wealth Management employs 1 person as of October 2019
Which industries is Centric Wealth Management primarily operating in?
Centric Wealth Management operates in the following industries: Finance, Credit
Who is the Director Of Client Services of Centric Wealth Management?
Centric Wealth Management's Director Of Client Services is Catalina Ulloa
What are Centric Wealth Management's industry tags?
Centric Wealth Management's industry tags include: Wealth Management, Financial Planning, Retirement Planning
When was Centric Wealth Management founded?
Centric Wealth Management was founded in 2018.

Employee Directory

Key Employees

Kelli Darner Wang

Director Of Financial Planning

Phone Email