Central Wealth Management LLC

Central Wealth Management LLC is a Registered Investment Adviser based in Madison, Wisconsin, established in June 2018 and registered with the U.S. Securities and Exchange Commission in April 2021. The firm offers investment advisory services tailored to meet clients' needs and objectives, including asset allocation strategies and financial planning consulting. Central Wealth Management provides discretionary and non-discretionary investment advisory services through managed account programs, with fees ranging from 0.60% to 1.30% based on assets under management. Clients can impose restrictions on investing in certain securities. The firm does not charge performance-based fees or engage in side-by-side management. Clients are not required to have a minimum account size to open an advisory account. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. Central Wealth Management does not have any reportable disciplinary events in the past ten years and does not compensate for client referrals. The firm does not have physical custody of client funds but may have limited custody for fee deductions. Clients must grant authorization for discretionary management of their accounts, and the firm does not vote proxies on behalf of clients.