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Centerline Wealth Advisors is an RIA based in Louisville, Kentucky that delivers investment advice and management services to a select group of clients and their families. Recognized for two decades of success designing financial plans that are at once meticulous and comprehensive, the firm provides focused, long-term support with all aspects of the financial lives of clients and their families. Centerline Wealth Advisors are not responsible for and do not encourage third parties to post anything on their behalf.

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Website http://www.centerlinewealth.com
Revenue $4 million
Employees 10 (10 on RocketReach)
Founded 2015
Address 10200 Forest Green Blvd, Ste 311, Louisville, Kentucky 40223, US
Phone (502) 242-1561
Technologies
JavaScript, HTML, PHP +19 more (view full list)
Category Financial Services, Investment Banking, Financial Planning, Finance, Investment Management, Retirement Planning, Estate Planning, Insurance Planning, Tax-Loss Harvesting, 401k Analysis
SIC SIC Code 62 Companies, SIC Code 628 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies

Centerline Wealth Advisors Questions

The Centerline Wealth Advisors annual revenue was $4 million in 2024.

10 people are employed at Centerline Wealth Advisors.

Centerline Wealth Advisors is based in Louisville, Kentucky.

The NAICS codes for Centerline Wealth Advisors are [52393, 52, 5239, 523].

The SIC codes for Centerline Wealth Advisors are [62, 628].

Top Centerline Wealth Advisors Employees

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