Company Description (LinkedIn): Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families.
Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.
⏳ Active Since: 2015
📍 Location: Louisville, KY
🔢 Employee Count: 6
👥 Followers: 2267
From SEC filings:
💁 Advisory Services Offered
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services
Selection of other advisers (including private fund managers)