CENTRAL WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$136,834,321
Discretionary
$136,793,821
Non-discretionary
$40,500
Firm details
- CRD number
- 293172
- SEC file number
- 801-134976
- Main office
- MADISON, WI, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.