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Building 2CENTRAL WEALTH MANAGEMENT LLC

Map pinMADISON, WI
Phone608-841-1555
NotebookSEC #801-120749
Total AUM
$120.6M
Employees
4
Clients
187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 DEMING WAY
SUITE 103
MADISON
WI 53717
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
608-841-1555

ReceiptFinancials

Total AUM
$120.6M
Accounts
499
Discretionary
$120.6M
Accounts
498
Non-Discretionary
$18K
Accounts
1

ContactClients

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Individual Clients
138
AUM
$39.1M
HNW Individual Clients
40
AUM
$77.6M
Other Clients
9
AUM
$4M
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FIXED INSURANCE PRODUCTS/PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IAILMNTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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