What is Center for Wealth Management?

Center for Wealth Management is a marketing brand used by financial advisors registered under CRD #null (CRD #null). The SEC and FINRA track regulatory actions under the registered firm, not the brand name.

Is Center for Wealth Management a registered financial firm?

Center for Wealth Management is not directly registered with the SEC or FINRA. It operates under CRD #null, which holds CRD #null. All regulatory oversight, complaints, and disclosures are filed under the parent firm.

Center for Wealth Management — Troy, MI

Marketing Brand

2950 West Square Lake Road Suite 102, Troy, MI 48098

2950 West Square Lake Road, Suite 102, Troy, MI 48098. 248-220-4321 · info@cwmfinancial.net · Center for Wealth Management Home. Menu. Center for Wealth ...

Why This Matters

A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.

Source: SEC Form ADV filings and FINRA BrokerCheck

Brand Information

Address

2950 West Square Lake Road Suite 102, Troy, MI 48098

Website

cwmfinancial.net

First Discovered

Aug 5, 2025

Advisors Under This Brand(5)

These advisors use the Center for Wealth Management brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.

Jason Daniel Feist

CRD 5211640OH

Robert Joseph Moore

CRD 1624201MI

Christopher Michael Wright

CRD 4263057OH

Robert John-Ulrich Moore

CRD 4539719MI

Justin Matthew Williamson

CRD 4458597MI