LP Profile

Central Wealth Management

Also known as central wealth

Wealth ManagerMadison, United StatesFounded 2018
$126M
Assets Under Management
Madison
Headquarters
Investment Focus

About Central Wealth Management

Central Wealth Management is a wealth manager based in Madison, US. Founded in 2018. Reported AUM: 126 USD millions.

Preferred Investment Types

Early Stage Venture
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Central Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$136.8M
Total Clients
443
Filing Date
April 1, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Central Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Central Wealth Management?

Central Wealth Management is a wealth manager based in Madison, United States, managing approximately $126M in assets.

Where is Central Wealth Management headquartered?

Central Wealth Management is headquartered in Madison, United States.

How much does Central Wealth Management manage?

Central Wealth Management manages approximately $126M in assets under management.

When was Central Wealth Management founded?

Central Wealth Management was founded in 2018.

What does Central Wealth Management invest in?

Central Wealth Management focuses on Early Stage Venture.

How can I contact Central Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Central Wealth Management are available on LPbacked. Create a free account to access them.