Central Wealth Management LLC
Central Wealth Management LLC is an SEC-registered mass-market adviser in Madison, WI with $136.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Central Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293172, SEC 801-134976, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $136.8M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Madison, WI
- Employees
- 4
- Clients
- 166
- CRD
- 293172
- Ownership
- HEITING, ERIC, ALLEN
How much AUM does Central Wealth Management LLC have?
Central Wealth Management LLC reported $136.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Central Wealth Management LLC?
Disclosed owners and executives of Central Wealth Management LLC include HEITING, ERIC, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.