Centerline Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

134

Total plan assets

$4.4M

Filings (rows)

Direct comp

$7K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Valiant Management, LLC Automotive Transport Union Plan · all filings	SIMPSONVILLE, KY	Advisor / Consultant	36	$2.7M	$5K	$0
Sanden, Inc. Sanden 401(k) Plan · all filings	LOUISVILLE, KY	Advisor / Consultant	98	$1.7M	$2K	$0