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.

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

$139MItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$113M

Private client RAUM

$139MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$69.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

312

Individual clients

37

High net worth clients

38

SEC number

801-129631

CRD

296956

Filings on the tape

10

First filed

Apr 26, 2018

Latest filed

Jul 29, 2026

Organised

Limited Liability Company, CO

• Occurred

  Feb 2, 2024
  Control person joined

  Aaron Leatherwood (Managing Member) appeared on Schedule A of Centerpiece Wealth Advisor

  Form ADVobserved 6 days ago
• Occurred

  Feb 2, 2024
  First Form ADV filing

  Centerpiece Wealth Advisor filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago
• Occurred

  Feb 2, 2024
  Control person left

  Justin Beau Pollard (Managing Member, Cco) no longer on Schedule A of Centerpiece Wealth Advisor (listed 2019-01-14, absent 2024-02-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f96eebb3-6cc9-dafa-8c5c-a56835c46028

First observed

Apr 26, 2018

Last observed

Jul 29, 2026 54 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.