Adviser Profile
| As of Date | 09/12/2025 |
| Registration status | Registration Changed to CENTRAL WEALTH MANAGEMENT LLC |
| ADV Location | MADISON, WI, United States |
| Contact Info | 608 xxxxxxx |
| Websites |
| AUM* | 120,644,991 19% |
| of that, discretionary | 120,626,984 19% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 241,774 10% |
| % High Net Worth | 21.39% 40% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
126M
108M
90M
72M
54M
36M
18M
2021
2022
2023
2024
2025
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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