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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CENTENNIAL WEALTH ADVISORY, LLC

CRD 138054

TRAVERSE CITY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e50d2938-6e72-75ac-5b70-2da5db3596c1

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
On other graphs: 0
Observed: May 18, 2018 to Sep 16, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $397MItem 5.F on the latest filing (2026-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $397M
Private client RAUM: $397MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $39.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 10
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 3,164
Individual clients: 1,279
High net worth clients: 74
Custody, client assets: $397M
SEC number: 801-113464
CRD: 138054
Filings on the tape: 41
First filed: May 18, 2018
Latest filed: Sep 16, 2026
Organised: Limited Liability Company, MI
Website: cen-wealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN THOMAS TORBET	n/a	TRAVERSE CITY, MI	14	15	n/a	no
ARTHUR ROLLAND CANFIELD	n/a	TRAVERSE CITY, MI	12	14	n/a	no
Luke Leonard Mooi	n/a	TRAVERSE CITY, MI	10	12	n/a	no
Jack Calvin Klunder	n/a	TRAVERSE CITY, MI	7	20	n/a	no
Nicholas Duane Greenman	n/a	TRAVERSE CITY, MI	7	15	n/a	no
JOSEPH DENZEL CARPENTER	Certified Financial Planner	TRAVERSE CITY, MI	3	12	3	no
Ashley Sue Sheffer	n/a	TRAVERSE CITY, MI	2	12	n/a	no
RAYMOND J JAGER	n/a	TRAVERSE CITY, MI	1	10	n/a	no
Leah Neverth	n/a	TRAVERSE CITY, MI	0	12	n/a	no
Brian Norbert Zezula	n/a	Marquette, MI \| TRAVERSE CITY, MI	0	24	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CANFIELD, ARTHUR, ROLLAND	Member	D	yes	01/2018	May 18, 2018	Aug 28, 2024
Mooi, Luke, Leonard	CHIEF COMPLIANCE OFFICER	Na	yes	07/2019	Aug 9, 2019	Aug 28, 2024
TORBET, JONATHAN, THOMAS	Member	D	yes	01/2018	May 18, 2018	Aug 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CWA FINANCIAL LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Gaylord	Mi	United States	4	no
Petoskey	Mi	United States	4	no
Mcbain	Mi	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 28, 2026	$397M	$397M	14	9	4	n/a	n/a
2024	Jan 15, 2025	$311M	$311M	13	8	3	n/a	n/a
2023	Jan 23, 2024	$245M	$245M	10	5	3	n/a	n/a
2022	Jan 13, 2023	$230M	$230M	10	5	3	n/a	n/a
2021	Jan 6, 2022	$249M	$249M	12	7	3	n/a	n/a
2020	Jan 14, 2021	$175M	$175M	12	7	3	n/a	n/a
2019	Feb 7, 2020	$159M	$159M	13	8	3	n/a	n/a
2018	Mar 27, 2019	$130M	$130M	14	8	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$397M	$311M	27.6%	$230M	19.9%	15	13	5	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CENTENNIAL ADVISORS, LLC	2	May 3, 2019	Apr 4, 2019	TRAVERSE CITY, MI	Team lift out	RIA to RIA	25.0%

Relationships

Registered with (14)

← Brian Norbert ZezulaAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← Leah NeverthAdvisorregistration: current employment
Nov 6, 2025 to presentfactForm ADV
← RAYMOND J JAGERAdvisorregistration: current employment
Jun 16, 2025 to presentfactForm ADV
← Ashley Sue ShefferAdvisorregistration: current employment
Aug 12, 2024 to presentfactForm ADV
← JOSEPH DENZEL CARPENTERAdvisorregistration: current employment
Sep 20, 2023 to presentfactForm ADV
← Nicholas Duane GreenmanAdvisorregistration: current employment
Feb 21, 2019 to presentfactForm ADV
← Jack Calvin KlunderAdvisorregistration: current employment
Sep 24, 2018 to presentfactForm ADV
← Luke Leonard MooiAdvisorregistration: current employment
Jun 30, 2016 to presentfactForm ADV
← ARTHUR ROLLAND CANFIELDAdvisorregistration: current employment
Jul 29, 2014 to presentfactForm ADV
← JONATHAN THOMAS TORBETAdvisorregistration: current employment
Mar 9, 2012 to presentfactForm ADV
← MICHAEL DUANE REESEAdvisorregistration: previous registration
Apr 8, 2010 to Jan 12, 2022factForm ADV
← ELIZABETH MARIE TorresAdvisorregistration: previous registration
Mar 30, 2017 to May 3, 2019factForm ADV
← KEVIN EUGENE WADEAdvisorregistration: previous registration
Jun 30, 2016 to May 3, 2019factForm ADV
← Zachary Michael ZAGERAdvisorregistration: previous registration
Nov 17, 2015 to Nov 2, 2016factForm ADV

Controls (3)

← TORBET, JONATHAN, THOMASOwnerMEMBER, ownership code D, individual
May 18, 2018 to Aug 28, 2024factForm ADV
← CANFIELD, ARTHUR, ROLLANDOwnerMEMBER, ownership code D, individual
May 18, 2018 to Aug 28, 2024factForm ADV
← Mooi, Luke, LeonardOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 9, 2019 to Aug 28, 2024factForm ADV

Moved with (1)

→ CENTENNIAL ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
May 3, 2019 to Apr 4, 2019factForm ADV

Dated events

Occurred
Jan 12, 2022
Advisor changed firm
Michael Duane Reese left Centennial Wealth Advisory, Llc for Reap Financial Group, Llc (registered 2014-01-03)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2022
Control person left
Duane Michael Reese (Managing Member) no longer on Schedule A of Centennial Wealth Advisory, Llc (listed 2021-01-14, absent 2022-01-04)
Form ADVobserved 6 days ago
Occurred
Jan 4, 2022
Control person left
David Lawrence Flynn (Member) no longer on Schedule A of Centennial Wealth Advisory, Llc (listed 2021-01-14, absent 2022-01-04)
Form ADVobserved 6 days ago
Occurred
Aug 9, 2019
Control person joined
Leonard Luke Mooi (Chief Compliance Officer) appeared on Schedule A of Centennial Wealth Advisory, Llc
Form ADVobserved 6 days ago
Occurred
May 18, 2018
First Form ADV filing
Centennial Wealth Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e50d2938-6e72-75ac-5b70-2da5db3596c1
First observed: May 18, 2018
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CENTENNIAL WEALTH ADVISORY, LLC

CRD 138054

TRAVERSE CITY, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e50d2938-6e72-75ac-5b70-2da5db3596c1

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN THOMAS TORBET

n/a

TRAVERSE CITY, MI

n/a

ARTHUR ROLLAND CANFIELD

n/a

TRAVERSE CITY, MI

n/a

Luke Leonard Mooi

n/a

TRAVERSE CITY, MI

n/a

Jack Calvin Klunder

n/a

TRAVERSE CITY, MI

n/a

Nicholas Duane Greenman

n/a

TRAVERSE CITY, MI

n/a

JOSEPH DENZEL CARPENTER

Certified Financial Planner

TRAVERSE CITY, MI

Ashley Sue Sheffer

n/a

TRAVERSE CITY, MI

n/a

RAYMOND J JAGER

n/a

TRAVERSE CITY, MI

n/a

Leah Neverth

n/a

TRAVERSE CITY, MI

n/a

Brian Norbert Zezula

n/a

Marquette, MI | TRAVERSE CITY, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CANFIELD, ARTHUR, ROLLAND

Member

yes

01/2018

May 18, 2018

Aug 28, 2024

Mooi, Luke, Leonard

CHIEF COMPLIANCE OFFICER

yes

07/2019

Aug 9, 2019

Aug 28, 2024

TORBET, JONATHAN, THOMAS

Member

yes

01/2018

May 18, 2018

Aug 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CWA FINANCIAL LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Gaylord

United States

Petoskey

United States

Mcbain

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 28, 2026

$397M

n/a

2024

Jan 15, 2025

$311M

n/a

2023

Jan 23, 2024

$245M

n/a

2022

Jan 13, 2023

$230M

n/a

2021

Jan 6, 2022

$249M

n/a

2020

Jan 14, 2021

$175M

n/a

2019

Feb 7, 2020

$159M

n/a

2018

Mar 27, 2019

$130M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$397M

$311M

27.6%

$230M

19.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CENTENNIAL ADVISORS, LLC

May 3, 2019

Apr 4, 2019

TRAVERSE CITY, MI

Team lift out

RIA to RIA

25.0%