Center for Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Center for Wealth Management reports 646 clients. They include 588 individual clients, 54 high-net-worth individuals and 3 business development companies. Of its assets, 97.5% ($222M across 1,330 accounts) are managed with discretion; $5.72M across 26 accounts are not. A wrap fee program the firm both sponsors and manages holds $190M. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 59% |
| High-net-worth individuals | 8% | 40% |
| Business development companies | <1% | <1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 588 | $135M | 59.3% | $230K |
| High-net-worth individuals | 54 | $92.1M | 40.4% | $1.71M |
| Business development companies | 3 | $438K | 0.2% | $146K |
| Charitable organizations | Fewer than 5 | $39.7K | 0.0% | $39.7K |
| Total | 646 | $228M | 100% | — |
- Clients
- 588
- Regulatory AUM
- $135M
- AUM share
- 59.3%
- Avg. per client
- $230K
- Clients
- 54
- Regulatory AUM
- $92.1M
- AUM share
- 40.4%
- Avg. per client
- $1.71M
- Clients
- 3
- Regulatory AUM
- $438K
- AUM share
- 0.2%
- Avg. per client
- $146K
- Clients
- Fewer than 5
- Regulatory AUM
- $39.7K
- AUM share
- 0.0%
- Avg. per client
- $39.7K
Total
- Clients
- 646
- Regulatory AUM
- $228M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Center for Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Hourly Consulting
- Financial planning is billed hourly up to $400 per hour or as a flat fee of $0 to $15,000, and hourly consulting up to $400 per hour, as negotiated with the representative.
- Pension Consulting
- Pension consulting is billed at 0.50% of the plan assets under consulting, valued at the end of each quarter, and paid in arrears quarterly.
Christopher Wright owns 75% or more of Center for Wealth Management. It has 5 employees.
Leadership
- Christopher WrightCCO Managing Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Center for Wealth Management LLC.
Christopher Wright
Control person · since June 2014
Center for Wealth Management’s regulatory assets grew 1.5× from $150M (June 2021) to $228M (May 2026); clients fell from 750 to 646 and employees from 7 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $228M | 646 | 5 | 2 |
| March 2025 | $187M | 568 | 6 | 3 |
| March 2024 | $167M | 549 | 6 | 3 |
| February 2023 | $172M | 1,286 | 6 | 4 |
| March 2022 | $174M | 413 | 6 | 4 |
| June 2021 | $150M | 750 | 7 | 4 |
Besides its headquarters, Center for Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Other business names
Center for Wealth Management has reported 1 other business name to the SEC.
- Center for Wealth Management Advisory
Contact and registration details
- Legal name
- Center for Wealth Management LLC.
- Headquarters
- Not reported
- Phone
- 513-407-5430
- SEC file
- 801-112042
- Structure
- Ohio LLC
- Fiscal year end
- December
Center for Wealth Management uses LPL Financial ($228M) as custodian for its separately managed accounts. Center for Wealth Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $228M100%
At year end, Center for Wealth Management’s separately managed accounts were mostly in funds (64%) and stocks (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $159M across 62 positions; the largest are Invesco Exchange Traded FD T (21.6%), First TR Exchange-traded FD (8.8%) and Vaneck ETF Trust (6.6%).
What the accounts hold
- Stocks33%
- Funds64%
- Bonds1%
- Cash2%
Reported 13F holdings
- $159M
- Reported 13F value
- 62
- Positions
- 58.9%
- In the 10 largest
- +14.7%
- Value vs. prior quarter
- Invesco Exchange Traded FD T · Larg Cap Gro ETF21.6%
- First TR Exchange-traded FD8.8%
- Vaneck ETF Trust · Semiconductr ETF6.6%
- iShares TR · Morningstr US EQ6.1%
- First TR Exchange-traded FD5.6%
- Apple Inc.2.8%
- Broadcom Inc.2.0%
- iShares TR · Rus 1000 ETF2.0%
- Morgan Stanley1.7%
- Johnson & Johnson1.7%
Together, the ten largest are 58.9% of reported value.
How many clients does Center for Wealth Management have?
Center for Wealth Management has 646 clients and manages $228 million for them, as of May 2026. They include 588 individual clients, 54 high-net-worth individuals and 3 business development companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 May 2026
What services does Center for Wealth Management offer?
Center for Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Center for Wealth Management use?
Center for Wealth Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $228M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 May 2026
How many financial advisors does Center for Wealth Management have?
Center for Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Center for Wealth Management invest in?
At the end of its last fiscal year, Center for Wealth Management’s separately managed accounts held 64% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Center for Wealth Management?
Center for Wealth Management’s direct owner is Christopher Wright (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 7 May 2026
How does Center for Wealth Management get paid?
Center for Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Center for Wealth Management?
Its phone number is 513-407-5430. Its website is centerforwealthmanagement.com.