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Central Wealth Management LLC

EST. AUM
$136,834,321

CONTACTS
2

CLIENT ACCOUNTS
443

Firm Details

Metro area Madison
CRD Number 293172
Website n
Client types

Overview

Central Wealth Management merged with Atlas in July, 2025. Central Wealth Management LLC is a registered investment advisory firm that provides personalized wealth management and financial planning services to individuals and families. The firm focuses on delivering fiduciary-based advice tailored to each client’s financial goals, risk tolerance, and time horizon. Central Wealth Management offers portfolio management, investment advisory, and ongoing monitoring services designed to support long-term financial outcomes. Its investment approach emphasizes diversified asset allocation using public equities, fixed income securities, exchange-traded funds, and mutual funds. The firm is committed to transparency, disciplined risk management, and building long-term client relationships.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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