Wendy Ann Payne
Investment adviser representative at Centurion Wealth Management
11 yearsExperience
1 stateRegistered in
$786.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Centurion Wealth ManagementAug 2022 to now
- Spire Securities, LLCFeb 2015 to now
- Life Stage Transitions,LLCAug 2011 to now
- Spire Investment PartnersFeb 2015 to Aug 2022
- Spire Wealth Management, LLCFeb 2015 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (VA).
Centurion Wealth Management
Legal name: Centurion Wealth Management, LLC
$786.2MAssets managed
415Clients
6Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5083969
- Firm CRD
- 317929