Wealth Manager · San Diego, United States

Centura Wealth Advisory

AUM $573MFounded 20186 contactswww.centurawealth.com

About Centura Wealth Advisory

Centura Wealth Advisory is a registered investment adviser in San Diego, founded in 2018 and owned by CCG WM Holding Company. It offers high-net-worth clients wealth management and access to alternative investments such as private equity, private credit and real estate. Tax-efficient strategies and multi-generational planning are its specialties.

Real estate mandate

PROPERTY FOCUS
Multifamily, Industrial, Retail
STRATEGY
Not stated
DEAL FORMAT
Not stated
TARGET MARKETS
North America

Contacts at Centura Wealth Advisory

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Recent activity

Sep 29, 2026 · Filed an SEC adviser update (Form ADV)View filing
May 8, 2026 · Filed an SEC adviser update (Form ADV)View filing
See all investor activity

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