Fee-only adviser · Greenwood Village, CO
Centerpiece Wealth Advisor
Centerpiece Wealth Advisor is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Greenwood Village, Colorado. On its latest Form ADV, filed July 29, 2026, it reports $139M in regulatory assets under management, 75 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 296956 · SEC file 801-129631 |
| Office | 6400 S Fiddlers Green Cir Ste. 300 Greenwood Village, CO 80111 |
| Phone | (720) 296-5495 |
| Website | centerpiecewealthadvisors.smartvault.com/secure/SignIn.aspx?ReturnUrl=/users/secure/Home.aspx |
| Regulatory assets under management | $139M ($113M discretionary) |
| Individual clients | 37 non-high-net-worth, 38 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 29, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Greenwood Village
- Heirloom Wealth Management LLC $1.1B
- Nilsine Partners, LLC $1.9B
- Dodds Wealth, LLC $706M
- Stordahl Capital Management, Inc. $676M
- Financially Speaking Inc $165M
- JPL Wealth Management, LLC $588M
See all 28 fee-only advisers in Greenwood Village →
Nearby
- Centennial 14 firms
- Englewood 11 firms
- Aurora 1 firm
- Lone Tree 1 firm
- Glendale 1 firm
- Highlands Ranch 6 firms
- Foxfield 1 firm
- Denver 91 firms
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