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)
| Name | Role | Location |
|---|
| Eric Allen Heiting | MANAGING PRINCIPAL / CCO; MANAGING PRINCIPAL/CCO | — |
| HEITING ERIC ALLEN | MANAGING PRINCIPAL/CCO | — |
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