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Central Wealth Management Llc
Madison, Wisconsin
Central Wealth Management LLC, based out of Madison, WI, is a small investment advisory firm providing comprehensive financial solutions to individuals and employer 401Ks. With a team of four dedicated professionals, including Eric Heiting, one of the firm's longest-tenured registered advisors since 2018, they offer personalized investment advisory services. Central Wealth Management LLC distinguishes itself with an impressive average of approximately $150,210,000 in assets under management per investment advisor, surpassing the industry average.
The firm's compensation structure is designed to align their interests with their c...see more
Assets Under Mgmt
$98.02M
Investment Professionals
1
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other: FIXED INSURANCE PRODUCTS/PLANNING
Other Business Activities
- Insurance broker or agent
Reviews for Central Wealth Management Llc
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