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CENTRAL WEALTH MANAGEMENT LLC

CRD 293172 · SEC 801-134976

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1111 DEMING WAY, SUITE 103, MADISON, WI, 53717, United States

Phone

608-841-1555

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$136.8M

Discretionary AUM

$136.8M

Team

4 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals109$20.6M
High net worth individuals49$110.5M

States served

MN, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD