Overview
Assets Under Management: $137 million
Headquarters: MADISON, WI
High-Net-Worth Clients: 49
Average Client Assets: $2.3 million
Frequently Asked Questions
CENTRAL WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293172), CENTRAL WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CENTRAL WEALTH MANAGEMENT LLC is headquartered in MADISON, WI.
CENTRAL WEALTH MANAGEMENT LLC serves 49 high-net-worth clients according to their SEC filing dated April 01, 2026. View client details ↓
According to their SEC Form ADV, CENTRAL WEALTH MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
CENTRAL WEALTH MANAGEMENT LLC manages $137 million in client assets according to their SEC filing dated April 01, 2026.
According to their SEC Form ADV, CENTRAL WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.78%
Average Client Assets: $2.3 million
Total Client Accounts: 443
Discretionary Accounts: 442
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 293172
Filing ID: 2090500
Last Filing Date: 2026-04-01 08:44:32