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Centerline Wealth Advisors Logo
Centerline Wealth Advisors CB Rank
321113
Heat Score
83
Centerline Wealth Advisors is a financial service provider company.
Founded
obfuscation
Private Louisville, Kentucky, United States1-10 www.centerlinewealth.com/
Consulting
Finance
Financial Services
Overview

Centerline Wealth Advisors
Heat Score
83

Growth Score
pts
in past quarter
Heat Score 83
25 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Centerline Wealth Advisors

CB Rank
321113
Centerline Wealth Advisors is a financial service provider company.
Founded
obfuscation
Private Louisville, Kentucky, United States1-10 www.centerlinewealth.com/
Consulting
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Phone Number 502-242-1561
Contact Email info@centerlinewealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning
A service that develops personalized financial plans addressing all aspects of a client's financial life, including investment, retirement, estate, tax, and cash flow planning.
Biz2Beach™ Exit Planning
A specialized program designed to help business owners prepare for and maximize the value of their business exit through structured planning and risk mitigation.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 5
News

News and Press

News•May 18, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$70.1KThis year, Centerline Wealth Advisors is projected to spend $70.1K on IT, according to Aberdeen.

Actively Used Products

18Centerline Wealth Advisors uses 18 technology products and services including HTML5, Lightbox, and  GoDaddy Premium DNS, according to G2 Stack.

Active Website Tech Count

9Centerline Wealth Advisors is actively using 9 technologies for its website, according to BuiltWith. These include DNSSEC, LetsEncrypt, and  nginx.

Total IP

2Centerline Wealth Advisors has registered 2 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Centerline Wealth Advisors's headquarters? Centerline Wealth Advisors is located in Louisville, Kentucky, United States.Who are Centerline Wealth Advisors's competitors? Alternatives and possible competitors to Centerline Wealth Advisors may include Wealth Enhancement Group, CAPTRUST, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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