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CENTRAL WEALTH MANAGEMENT LLC
1111 Deming Way
Suite 103
Madison, Wisconsin 53717
Tel: 608-841-1555
About CENTRAL WEALTH MANAGEMENT LLC
CENTRAL WEALTH MANAGEMENT LLC, formally registered with the SEC as CENTRAL WEALTH MANAGEMENT LLC. The firm was established in 04/09/2021. They have over 1 offices throughout the country.
CENTRAL WEALTH MANAGEMENT LLC is a Madison, Wisconsin based Financial Planning firm with nearly $120,644,991 assets under management, offering retirement planning & investment advisory services to 499 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293172 |
| SEC# | 801-120749 |
| Assets Managed by Firm | $120,644,991 |
| No. of Clients | 499 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FIXED INSURANCE PRODUCTS/PLANNING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 499 | $120,644,991 |
| Individuals (other than high net worth individuals) | 138 | $39,075,620 |
| High net worth individuals | 40 | $77,554,485 |
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