Centerline Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Centerline Wealth Advisors reports 268 clients. They include 162 individual clients, 97 high-net-worth individuals, and 7 corporations and other businesses. Of its assets, 99.8% ($325M across 818 accounts) are managed with discretion; $729K across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 60% | 4% |
| High-net-worth individuals | 36% | 92% |
| Pension and profit-sharing plans | <1% | <1% |
| Corporations and other businesses | 3% | 3% |
| Other | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 162 | $12.3M | 3.8% | $75.7K |
| High-net-worth individuals | 97 | $301M | 92.2% | $3.1M |
| Pension and profit-sharing plans | Fewer than 5 | $729K | 0.2% | $729K |
| Corporations and other businesses | 7 | $9.07M | 2.8% | $1.3M |
| Other | Fewer than 5 | $3.24M | 1.0% | $3.24M |
| Total | 268 | $326M | 100% | — |
- Clients
- 162
- Regulatory AUM
- $12.3M
- AUM share
- 3.8%
- Avg. per client
- $75.7K
- Clients
- 97
- Regulatory AUM
- $301M
- AUM share
- 92.2%
- Avg. per client
- $3.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $729K
- AUM share
- 0.2%
- Avg. per client
- $729K
- Clients
- 7
- Regulatory AUM
- $9.07M
- AUM share
- 2.8%
- Avg. per client
- $1.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.24M
- AUM share
- 1.0%
- Avg. per client
- $3.24M
Total
- Clients
- 268
- Regulatory AUM
- $326M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Centerline Wealth Advisors charges 0.40%–2.00% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are billed hourly or as a flat fee, negotiable and not exceeding $25,000, with up to 50% due upfront.
- Retirement Plan Consulting
- Retirement plan consulting is a percentage of managed plan assets, not to exceed 1.00%, set case by case.
Andrew Arnold owns 75% or more of Centerline Wealth Advisors. Andrew Arnold is CEO; the leadership team includes Chief Compliance Officer Matthew Hunt. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 75% or more of Centerline Wealth Advisors, LLC
Andrew Arnold
Control person · since January 2015
Centerline Wealth Advisors’ regulatory assets grew 1.6× from $200M (May 2021) to $326M (February 2026); clients rose from 253 to 268 and employees from 4 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $326M | 268 | 8 | 1 |
| Feb 2025February 2025 | $293M | 274 | 7 | 1 |
| Feb 2024February 2024 | $261M | 282 | 7 | 1 |
| Jan 2023January 2023 | $208M | 267 | 7 | 1 |
| May 2022May 2022 | $231M | 266 | 5 | 1 |
| May 2021May 2021 | $200M | 253 | 4 | 1 |
Besides its headquarters, Centerline Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Kentucky · 1 listed address
- 10200 Forest Green BLVD., Suite 306, LouisvilleHQ
Contact and registration details
- Legal name
- Centerline Wealth Advisors, LLC
- Headquarters
- 10200 Forest Green BLVD., Suite 306, Louisville, KY 40223
- Website
- centerlinewealth.com
- Phone
- 502-242-1561
- @10421975
- SEC file
- 801-76852
- Founded
- 2015
- Structure
- Delaware LLC
- Fiscal year end
- December
Centerline Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($353M). Centerline Wealth Advisors has custody of $191M for 270 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Phoenix, AZ · $353M100%
At year end, Centerline Wealth Advisors’ separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $319M across 79 positions; the largest are Blackrock ETF Trust (9.0%), Fidelity Covington Trust (8.0%) and J P Morgan Exchange Traded F (7.6%).
What the accounts hold
- Stocks5%
- Funds94%
- Cash1%
How many clients does Centerline Wealth Advisors have?
Centerline Wealth Advisors has 268 clients and manages $326 million for them, as of February 2026. They include 162 individual clients, 97 high-net-worth individuals, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026
What services does Centerline Wealth Advisors offer?
Centerline Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Centerline Wealth Advisors charge?
Centerline Wealth Advisors charges 0.40%–2.00% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE, filed 27 February 2026
Which custodians does Centerline Wealth Advisors use?
Centerline Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $353M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026
How many financial advisors does Centerline Wealth Advisors have?
Centerline Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Centerline Wealth Advisors invest in?
At the end of its last fiscal year, Centerline Wealth Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Centerline Wealth Advisors have a minimum investment?
Yes, Centerline Wealth Advisors’ minimum account size for its Wealth Management Services is $1M.
Source: CENTERLINE WEALTH ADVISORS, LLC - DISCLOSURE BROCHURE, filed 27 February 2026
Who owns Centerline Wealth Advisors?
Centerline Wealth Advisors’ direct owner is Andrew Arnold (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 February 2026
How does Centerline Wealth Advisors get paid?
Centerline Wealth Advisors 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 Centerline Wealth Advisors?
Centerline Wealth Advisors’ main office is at 10200 Forest Green BLVD., Suite 306, Louisville, KY 40223. Its phone number is 502-242-1561. Its website is centerlinewealth.com.