Centura Wealth Advisory Revenue

Financial Services • San Diego, California, United States • 51-100 Employees

Centura Wealth Advisory revenue & valuation

Annual revenue	$4,876,635
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$15,700,000
Total funding	No funding

Key Contacts at Centura Wealth Advisory

Andre Lawrence

Director, Strategy & It

Christopher Hyman

Sr. Director Insurance

Andy Davies

Managing Director

Company overview

Headquarters	12255 El Camino Real, Suite 125, San Diego, California 92130, US
Phone number	+18587719500
Website	centurawealth.com
NAICS	52
SIC	628
Keywords	Investing, Alternative Investments, Retirement Planning, Financial Planning, Wealth Management, Tax Planning, Life Insurance, Financial Advisor, Real Estate Investments, Business Owner, Charitable Giving, Money Management, High Net Worth, Wealth Advisor, Retirement Savings, Wealth Advisory, Tax Strategy, Tax Deductions, Capital Events, Multi-Generational Planning
Founded	2018
Employees	51-100
Socials

Centura Wealth Advisory Email Formats

Centura Wealth Advisory uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@centurawealth.com), used 55.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@centurawealth.com	55.6%
{first initial}{last name}	jdoe@centurawealth.com	44.4%

About Centura Wealth Advisory

Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned, precise and purposeful approach to looking out for your financial future. Located in San Diego, California, Centura serves high net worth and ultra-high net worth clients. Our Liberated Wealth (SM) process is designed to unburden your financial headaches and provide a methodical, transparent and accountable approach to achieving your financial goals. Ready to take your wealth from burdened to Liberated? Call us today to begin your journey with Centura Wealth Advisory. 858-771-9500. CCG Wealth Management LLC (“Centura”) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Centura and its representatives are properly licensed or exempt from licensure. For additional information, please visit our website at https://centurawealth.com/.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Senior

Employees by Department

Centura Wealth Advisory has 32 employees across 9 departments.

Departments

Number of employees

Funding Data

Centura Wealth Advisory has never raised funding before.

Centura Wealth Advisory Tech Stack

Discover the technologies and tools that power Centura Wealth Advisory's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

Cloudflare Bot Management

Security

Vimeo

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

Genesis theme

WordPress themes

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

Frequently asked questions

Centura Wealth Advisory is located in San Diego, California, US.

You can reach Centura Wealth Advisory at +18587719500.

Centura Wealth Advisory generates an estimated annual revenue of $4,876,635. This revenue figure reflects the company's market position and business performance in its industry.

Centura Wealth Advisory has an estimated valuation of $15,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Centura Wealth Advisory was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Centura Wealth Advisory has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.