CENTRAL WEALTH MANAGEMENT LLC

Overview

Central Wealth Management LLC is an independent registered investment adviser organized as an LLC and run by an individual owner. The firm focuses on financial planning and portfolio management for individual and family clients and for small businesses. Its fee model combines a percentage-of-assets-under-management component with fixed-fee arrangements, and it manages primarily discretionary mandates. Investment-wise, the firm shows a clear preference for equity exposures, leaning heavily on exchange-traded equities and ETFs as core building blocks. It also allocates client capital to private market and hedge strategies through third-party managers, and it retains the capacity to act as sponsor, general partner, or managing member of pooled investment vehicles. Central Wealth Management is not classified as an active ESG investor and is not positioned as a multi-state adviser for regulatory purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices