$136.8M Total AUM
$136.8M Disc. AUM
2.5% 3Y CAGR
4 Employees
166 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-19-2018
- Office Locations
- 1
Office Locations
1111 Deming WAY Suite 103 Madison WI
About Central Wealth Management LLC
Central Wealth Management LLC is a Madison-based RIA. The firm has been operating for 8 years. Managing $136.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
48 AVG AGE
$136.8M AVG AUM / ADVISOR
$824.3K AVG AUM / CLIENT
0.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Eagle prime Summit delta Optima eagle Fusion Peak
Client Personas
Alpha vertex
Custodian
North
Investment Themes
Pathway Vital insight
Investment Vehicles
Harbor delta
Platform
Wave beacon Peak
Services
Signal Signal focus Vector Beacon wave Horizon
Owner & Executives
ERIC ALLEN HEITING
Chief Compliance Officer, Managing Member, MANAGING PRINCIPAL
- CRD
- #3052881
- Ownership
- 75% or more
(315) 505-7983
beacon.legacy@insightcapital.com
in linkedin.com/in/legacy-fusion
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,793,821 | $309,488 |
| Non-Discretionary | $40,500 | $40,500 |
| Total | $136,834,321 | $308,881 |
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Separately Managed Accounts
Total SMA Asset: $136,834,321
Equity - Exchange:
24.8% Public Funds:
38.1% Corporate - Investment Grade:
19.4% Cash:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $599,610,272 | 24.8% |
| Public Funds | $921,175,458 | 38.1% |
| Corporate - Investment Grade | $469,049,971 | 19.4% |
| Cash | $427,947,654 | 17.7% |
| Total | $2,417,783,355 | 100.0% |