Centric WM

Centric Wealth Management LLC Finance iPhoneiPadiPod touch

Centric WM is a free Finance app for iPhone and iPad by Centric Wealth Management LLC. Requires iOS 15.6. Updated July 18, 2026.

Price: Free; on the App Store
Size: 62 MB; Age 4+
Updated: Jul 18; 2026 · v5.23.0

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Screenshots

About Centric WM

This Mobile App allows you to view account information, balances and easily contact your advisor

What’s new

Version 5.23.0 · Updated July 18, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Centric Wealth Management LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Centric WM is a free Finance app for iPhone, iPad and iPod touch, developed by Centric Wealth Management LLC. It requires iOS 15.6 or later and is 62 MB to download. It was first released on September 26, 2018 and last updated on July 18, 2026.

Category: Finance
Price: Free
Version: 5.23.0
Size: 62 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: September 26, 2018
Last updated: July 18, 2026
Developer: Centric Wealth Management LLC

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