Central Wealth Management - aVenture Asset Manager Research
Location
Madison, WI, US
Founded
2018
Central Wealth Management is a Madison, Wisconsin-based financial services firm specializing in boutique advisory across various industries. As a Registered Investment Advisor (RIA) fiduciary firm, they prioritize client interests over product sales, offering personalized financial planning and investment management services.
The firm has demonstrated interest in technology startups, as evidenced by their investment in Polco, a civic engagement platform that has raised $14.7 million. Central Wealth Management participated in Polco's Series A round, indicating their willingness to support early-stage companies with growth potential. Their client-centric approach and industry experience position them as a valuable partner for entrepreneurs seeking both capital and strategic guidance.
Central Wealth Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Portfolio Companies1
Current Portfolio Count1
Top Investment Stages
Series A1 (100.0%)
Stage Mix
Series A 100%
Concentration shown as share of disclosed investments by stage.