David Bogonovich

CENTURION WEALTH MANAGEMENT

Dorset, VT

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CRD#: 4553947

Professional summary

David Bogonovich is a registered financial advisor currently at CENTURION WEALTH MANAGEMENT located in Dorset, Vermont.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Operating under the DBA: Northeast Money Management. Centurion related business run through the DBA for expense, tax and marketing purposes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Bogonovich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 7, 2022 - Present

CENTURION WEALTH MANAGEMENT

RIA

CRD#: 317929

Dorset, VT

Past

September 13, 2017 - July 7, 2022

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Dorset, VT

Past

October 22, 2007 - September 12, 2017

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 145331

Manchester Center, VT

Past

August 29, 1999 - October 24, 2007

DION MONEY MANAGEMENT INC

RIA

CRD#: 110914

WILLIAMSTOWN, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/9/2023)

IAR

Vermont
(7/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CENTURION WEALTH MANAGEMENT

CENTURION WEALTH MANAGEMENT | NORTHEAST MONEY MANAGEMENT, LLC | CENTURION WEALTH MANAGEMENT, LLC

CRD#: 317929 / SEC#: 801-123007

RIA

Registered Investment Advisory firm - (1/7/2022 Approved)

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Contact information

Main Address

7901 Jones Branch Drive Suite 230, Mclean, VA 22102

Mailing Address

Phone number

(571) 765-1890

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWM ADV 2 - JANUARY 2025 (11/7/2025)

Regulatory assets under management

Total Number of Accounts	1,611
AUM (Assets Under Management)	$ 741,181,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David Bogonovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Bogonovich's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTURION WEALTH MANAGEMENT

SPIRE WEALTH MANAGEMENT, LLC

ATLAS PRIVATE WEALTH MANAGEMENT, LLC

DION MONEY MANAGEMENT INC

Primary Firm SEC Registration

CENTURION WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

CENTURION WEALTH MANAGEMENT

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURION WEALTH MANAGEMENT

TRUST BUT VERIFY

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