CENTRIPLAN, LLC

CENTRIPLAN, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 165583). Regulatory assets under management: $24.2M.

Registration

• CRD: 165583
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165583 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search