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
1111 Deming Way, Suite 103, Madison, WI 53717
http://www.centralwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    460
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IA, IL, MN, TX, WI

Financial Advisors at Central Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eric Heiting, financial advisor Madison WI
Eric A. Heiting
CRD#: 3052881
1111 Deming Way, Suite 103, Madison, WI 53717

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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