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Central Wealth Management
AddedFeb 15, 2024
UpdatedJun 28, 2026
Central Wealth Management

Central Wealth Management

Operating

Madison, Wisconsin-based financial services firm offering experienced, boutique advisory across industries.

Location
Madison, WI, US
Founded
2018
Firm
Compare
Portfolio
Employees
Website

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

Total Investments1
Current Portfolio Count1
Total Portfolio Exits0

Top Investment Stages

Series A1 (100.0%)

Stage Mix

Series A 100%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Polco logo

Polco

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Central Wealth Management - Classification

Also Known As
  • Central Wealth Management LLC
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions