CENTRIC WEALTH MANAGEMENT, LLC

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served6+1 YoYRank #1960 of mapped providers

Assets under administration$74M0.0%Market share · rank #7684

Fees received$126,938Median $19,939/planSum across Schedule C direct + indirect

Net wins YoY+13 won · 2 lostPlan-level switch detection

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