Centerline Wealth Advisors

  • Financial Services
  • Louisville/Jefferson County metro go KY
  • 2 employees
  • Financial Services
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Company Overview

Headquarters
Ormsby III Bldg., 10200 Forest Green Blvd, Suite 311, Louisville/Jefferson County metro go KY
Website
centerlinewealth.com
Employees
2
Founded in
2015
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Centerline Wealth Advisors

Centerline Wealth Advisors is an investment advisory firm based in Louisville, Kentucky. The company employs 2 individuals and generates approximately $2.5 million in annual revenue. Centerline Wealth Advisors offers investment advice and management services to its select clientele and their families. The firm specializes in designing meticulous and comprehensive financial plans tailored to the unique needs of each client. They provide ongoing, long-term support to help clients manage all aspects of their financial lives. With over two decades of experience, Centerline Wealth Advisors has built a reputation for success in financial planning. Their commitment to providing focused, personalized support sets them apart from other firms in the industry. For more information, visit Centerline Wealth Advisors' website at centerlinewealth.com.

Company Leadership

Andy Arnold

Chief Executive Officer, Senior Wealth Advisor

Phone Email
Lauren Compian

Director Of Client Services

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Lauren Londergan

Director Of Client Services

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Lauren Londergan

Director Of Client Services

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Centerline Wealth Advisors Industry Tags

Financial Planning
Investment Management
Retirement Planning
Estate Planning
Insurance Planning
Tax-Loss Harvesting
401k Analysis
Financial Services
Financial Advisory Services
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FAQ

What is the location of Centerline Wealth Advisors's headquarters?
The headquarters of Centerline Wealth Advisors are situated at Ormsby III Bldg., 10200 Forest Green Blvd, Suite 311, Louisville/Jefferson County metro go KY
What is Centerline Wealth Advisors's official website?
The official website of Centerline Wealth Advisors can be found at centerlinewealth.com.
What is Centerline Wealth Advisors's current revenue?
As of August 2016, Centerline Wealth Advisors's annual revenue reached $3B.
How many employees does Centerline Wealth Advisors currently have?
Centerline Wealth Advisors employs approximately 2+ people as of August 2016
Which industries is Centerline Wealth Advisors primarily operating in?
Centerline Wealth Advisors operates in the following industries: Finance, Credit
Who is the Chief Executive Officer, Senior Wealth Advisor of Centerline Wealth Advisors?
Centerline Wealth Advisors's Chief Executive Officer, Senior Wealth Advisor is Andy Arnold
What are Centerline Wealth Advisors's industry tags?
Centerline Wealth Advisors's industry tags include: Financial Planning, Investment Management, Retirement Planning
When was Centerline Wealth Advisors founded?
Centerline Wealth Advisors was founded in 2015.

Employee Directory

Key Employees

Andy Arnold

Chief Executive Officer, Senior Wealth Advisor

Phone Email

Tom Teal

Financial Advisor

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Matt Hunt

Director of Operations, CCO

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Jaxon Arnold

Cyber Security Consultant

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