CENTRIC WEALTH MANAGEMENT, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 133877). Regulatory assets under management: $792.9M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Stacie J'Ann Zapfel | CHIEF COMPLIANCE OFFICER | — |
| Virgil John Rutili | MEMBER | — |
| GOLDEN RANDAL LAWRENCE | MANAGER AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER; PRESIDENT (+2 more) | — |
| DONATO MARIO J | MANAGER | — |
| ZAPFEL STACIE J'ANN | CHIEF COMPLIANCE OFFICER | — |
| RUTILI VIRGIL JOHN | MEMBER | — |