CENTRAL WEALTH MANAGEMENT LLC
SEC RegisteredFinancial Planning Centered Around You
About the firm
Central Wealth Management is a client-centric firm that operates as a Registered Investment Advisor (RIA) fiduciary, focusing solely on the best interests of each client rather than selling products or services. The firm collaborates with CPAs and estate planning attorneys to design comprehensive tax strategies and estate plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax strategies, and estate planning, delivered through a fiduciary RIA structure in collaboration with CPAs and estate planning attorneys.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 109 | $21M |
| High Net Worth Individuals | 49 | $111M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.30% |
| Next $250,000 | 1.20% |
| Next $500,000 | 1.05% |
| Next $1,000,000 | 0.95% |
| Next $3,000,000 | 0.90% |
| Next $5,000,000 | 0.75% |
| Over $10,000,000 | 0.60% |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CENTRAL WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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