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CENTRAL WEALTH MANAGEMENT LLC
CRD 293172File 801-134976
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$136.8M
Bottom 25% of cohort (national)
Discretionary AUM
$136.8M
Non-discretionary $41K
Clients
158
443 accounts
Employees
4
Bottom 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 19, 2025
- Principal office
- 1111 DEMING WAY, SUITE 103, MADISON, WI, 53717
- Phone
- 608-841-1555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $136.8M
- Discretionary AUM
- $136.8M
- Non-discretionary AUM
- $41K
- Discretionary accounts
- 442
- Non-discretionary accounts
- 1
- Total accounts
- 443
- AUM per client
- $866K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $110.5M |
| Individuals (other than high net worth individuals) | 109 | $20.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 166 | 158 |
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.