Centerline Wealth Advisors

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.

From SEC filings:

πŸ’ Advisory Services Offered

πŸ’² Compensation Options


View more details on Wealthminder πŸ”—

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πŸ“ˆ Minimum to Invest:
πŸŽ“ Discounts for Trainees:
πŸ“Š One-time plan creation fee:
πŸ•° Founded: 2015
πŸ‡ΊπŸ‡² SEC Number: 801-76852
πŸ—ƒ CRD Number: 164485
☎ Phone Number: (502) 242-1561
πŸ“§ Email:
🐦 Twitter:
🦾 Website Accessibility Score: 66 / 100
βŒ› First Indexed: 2023-02-26
πŸ“° Last Updated: 2023-03-07