Centurion Wealth Management LLC
Overview
Centurion Wealth Management LLC is an independent financial planning firm based in McLean, Virginia, offering comprehensive wealth management services to high-net-worth individuals and families. The firm specializes in providing personalized financial guidance, including investment analysis, tax and estate planning, cash flow analysis, retirement planning, and risk management. Centurion Wealth Management is committed to helping clients navigate complex financial decisions and plan for the future. The firm's advisory team works closely with clients to develop tailored strategies that align with their unique financial goals and circumstances. Centurion Wealth Management emphasizes a holistic approach to wealth management, focusing on long-term financial security and personal empowerment. The firm has been recognized for its growth and workplace culture, including being named to the Inc. 5000 list of America's fastest-growing private companies for three consecutive years and recognized as a 2025 Best RIA to Work For. Centurion Wealth Management's client base includes entrepreneurs, corporate executives, and independent women, reflecting its dedication to serving diverse financial needs. The firm's commitment to integrity, transparency, and client-centric service has established it as a trusted partner in the wealth management industry.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Frequently asked questions about Centurion Wealth Management LLC
What sectors does Centurion Wealth Management LLC invest in?
Centurion Wealth Management LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Mclean, Virginia, United States. Centurion Wealth Management LLC is listed as a private investment firm in the ConnectSafely investor database.
What stage does Centurion Wealth Management LLC invest at?
Centurion Wealth Management LLC backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Centurion Wealth Management LLC invest in?
Centurion Wealth Management LLC invests across United States.
Who are the partners at Centurion Wealth Management LLC?
Team members listed for Centurion Wealth Management LLC include Jill Grimes (Chief Compliance Officer) and Sterling Neblett (Founding Partner).
What companies has Centurion Wealth Management LLC invested in?
Centurion Wealth Management LLC's portfolio includes Green Energy Solutions, TransGlobal Logistics, Urban Living Properties, Manufacturing Excellence, EduTech Solutions, ABC Technologies, Telecom Innovations and XYZ Healthcare.
How do I contact Centurion Wealth Management LLC?
Centurion Wealth Management LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database