David Bogonovich
Centurion Wealth Management · Dorset, Vermont
David Bogonovich is a fee-only financial advisor at Centurion Wealth Management in Dorset, Vermont. Centurion Wealth Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Centurion Wealth Management |
|---|---|
| Based in | Dorset, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $786.2M across 1,504 accounts |
| SEC registration | Investment adviser representative in TX, VT · CRD 4553947 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | open.spotify.com |
How David's firm compares
- Centurion Wealth Management's average account is about $523,000, from its Form ADV (assets managed divided by 1,504 accounts).
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Questions about David
Is David Bogonovich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Centurion Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Centurion Wealth Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is David Bogonovich based?
David Bogonovich is based in Dorset, Vermont.
Is David Bogonovich registered with the SEC?
Yes. David Bogonovich is registered as an investment adviser representative in TX and VT (CRD 4553947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Centurion Wealth Management manage?
Centurion Wealth Management reports $786.2M across 1,504 accounts in assets under management.
How do I contact David Bogonovich?
Through David's website, open.spotify.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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