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Central Wealth Management LLC

● SEC registered since 2025CRD 293172SEC# 801-120749Madison, WI
Export (members)
Reg. AUM
$120.6M
Employees
4
Accounts
499
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 $120.6 million in regulatory assets under management and employs 4 people.
www.centralwealthmanagement.comView on SEC.gov ↗

Central Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Eric Allen Heiting ControlManaging Principal/CcoOver 75%2018

Frequently asked questions

How much does Central Wealth Management LLC manage?

Central Wealth Management LLC reports $120.6 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

Address1111 Deming Way, Suite 103, Madison, WI 53717
Phone608-841-1555
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.6M
Non-discretionary$18K
Total (RAUM)$120.6M