# CENTRIPLAN, LLC

CENTRIPLAN, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 165583
- Type: SEC-registered investment adviser
- Location: 1000 QUAIL STREET, NEWPORT BEACH, CA, 92660
- Phone: 949-721-1922
- Latest filing: 2026-02-23
- Regulatory AUM: $24.2M
- Non-discretionary AUM: $24.2M
- Clients: 1
- Accounts: 7

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165583/similar
- Related entities: https://search.stillhousedata.com/firm/165583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165583

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.