SourcingSourcing

CENTRAL WEALTH MANAGEMENT LLC

B62
CRD 293172·SEC 801-134976·MADISON, WI
AUM
$136.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$411K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CENTRAL WEALTH MANAGEMENT LLC
CRD
293172
SEC file #
801-134976
EIN
—
DBA names
—

Economics

AUM
$136.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$118.7M → $136.8M▲ +15%
Client mix
Individuals Other109
Individuals High Net Worth49
Other8

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
3 advisors → 1 advisors▼ -67%
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
centralwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEITING, ERIC, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HEITING, ERIC, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CENTRALWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2015-08-22T02:55:22Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-22T02:55:22Z
Rdap Domain Last Changed
2024-08-22T16:16:16Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
3052881
Trust Company Affiliate
No

People (1)

1
HEITING, ERIC, ALLEN
IAR · Direct Owner · 87.5%
3052881