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Building 2CENTRAL WEALTH MANAGEMENT LLC

Map pinMADISON, WI
Phone608-841-1555
NotebookSEC #801-134976
Total AUM
$136.8M
Employees
4
Clients
166

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
$136.8M
Accounts
443
Discretionary
$136.8M
Accounts
442
Non-Discretionary
$40.5K
Accounts
1

ContactClients

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Individual Clients
109
AUM
$20.6M
HNW Individual Clients
49
AUM
$110.5M
Other Clients
8
AUM
$5.7M
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNTXWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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