Central Wealth Management LLC
● SEC registered since 2025CRD 293172SEC# 801-134976Madison, WI
Reg. AUM
$136.8M
Employees
4
Accounts
443
Location
Madison, WI
Central Wealth Management LLC assets under management
Central Wealth Management LLC is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2025. It reports $136.8 million in regulatory assets under management and employs 4 people.
Central Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Allen Heiting Control | Managing Principal / Cco | Over 75% | 2018 |
Frequently asked questions
How much does Central Wealth Management LLC manage?
Central Wealth Management LLC reports $136.8 million in regulatory assets under management on its Form ADV.
How many employees does Central Wealth Management LLC have?
Central Wealth Management LLC reports 4 employees.
Where is Central Wealth Management LLC located?
Central Wealth Management LLC is based in Madison, WI and has been SEC-registered since 2025.
Does Central Wealth Management LLC disclose fund performance?
Central Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Deming Way, Suite 103, Madison, WI 53717 |
| Phone | 608-841-1555 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.8M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$136.8Mregulatory AUM
Discretionary $136.8MNon-discretionary $41K