CENTERVIEW WEALTH ADVISORS, LLC

CENTERVIEW WEALTH ADVISORS, LLC of PITTSBURGH, PA is an SEC-registered investment adviser (CRD 173260). Regulatory assets under management: $144.0M.

Registration

• CRD: 173260
• Type: Registered investment adviser
• Location: 139 FREEPORT ROAD, PITTSBURGH, PA, 15215
• Phone: 412-532-8111
• Latest filing: 2026-03-23
• Regulatory AUM: $144.0M
• Discretionary AUM: $136.8M
• Non-discretionary AUM: $7.3M
• Clients: 5
• Accounts: 165

Business model

Compensation: % of AUM, Hourly, Fixed.

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 173260 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search