CENTRAL WEALTH MANAGEMENT LLC

CENTRAL WEALTH MANAGEMENT LLC of MADISON, WI is an SEC-registered investment adviser (CRD 293172). Regulatory assets under management: $136.8M.

Registration

• CRD: 293172
• SEC file number: 801-134976
• Type: Registered investment adviser
• Location: 1111 DEMING WAY, SUITE 103, MADISON, WI, 53717
• Phone: 608-841-1555
• Latest filing: 2026-04-01
• Regulatory AUM: $136.8M
• Discretionary AUM: $136.8M
• Non-discretionary AUM: $41K
• Clients: 4
• Accounts: 443

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293172 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search