Central Wealth Management LLC
Central Wealth Management LLC (CRD# 293172) is a financial advisory firm headquartered in Madison, WI. They manage $101,279,925 in 460 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management101MILLION
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Total Number of Accounts460ACCOUNTS
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Average Account Value$220,174
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, IL, MN, TX, WI
Financial Advisors at Central Wealth Management LLC
1
Eric Heiting (CRD# 3052881) is an Investment Advisor Representative working at Central Wealth Management LLC in Madison, WI and has over 25 years of experience in the finance industry.
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