Centricity Wealth Management, LLC

Business address
515 Executive Campus Dr., Suite 100, Westerville, OH, 43082
Top securities (13F)
VOO, EFA, JPST, IBDT, IBDS, IVV, VOOG, VOOV, DGRO, GLD, IBDR, VTI, SPY, VIG, IUSV, IBDU, MSFT, BINC, RSP, and AMZN
State of incorporation
OH
Fiscal year end
31 December
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Centricity Wealth Management, LLC has filed 4 SEC EDGAR filings since 03 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-24712
N-PX Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24712
13F-HR Open Document Open Filing 14 Apr 2025 31 Mar 2025 028-24712
13F-HR Open Document Open Filing 03 Feb 2025 31 Dec 2024 028-24712