Investment adviser · CRD 293172
CENTRAL WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
MADISON, WI, United States · Form ADV filed Apr 1, 2026
- Regulatory AUM
- $137M Form ADV · Item 5.F
- Client accounts
- 443 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 49 | $110,535,968 | 80.8% |
| Individuals | 109 | $20,578,280 | 15.0% |
| Other clients | 8 | $5,720,073 | 4.2% |
Filing source
Form ADV 2090500 · Apr 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
1111 DEMING WAY, SUITE 103MADISON, WI, 53717, United States
CRD 293172
Filing source
Form ADV 2090500 · Apr 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.