CENTERLINE WEALTH ADVISORS, LLC

UUIDc7b58b96-7761-53af-948c-09ce1774ca24

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:23:52

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	164485	164485	—	1.0
cik	0000180205	180205	—	—
sec_file_number	801-76852	801-76852	—	—

HQ CityLOUISVILLE

HQ StateKY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-02-07 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
No people recorded.

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

No evidence recorded for this organization yet.