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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Center for Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Center for Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Center for Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Center for Wealth Management get paid?","answer":"Center for Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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