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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CENTRAL WEALTH MANAGEMENT LLC

CRD 293172

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce479e87-4fb8-da37-b601-5ced87d5b1c7

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Mar 10, 2021 to Apr 1, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $137MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $137M
Private client RAUM: $131MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $137Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 443
Individual clients: 109
High net worth clients: 49
SEC number: 801-134976
CRD: 293172
Filings on the tape: 17
First filed: Mar 10, 2021
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, WI
Website: centralwealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC ALLEN HEITING	Certified Financial Planner\|Chartered Financial Consultant	MADISON, WI	6	28	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HEITING, ERIC, ALLEN	MANAGING PRINCIPAL/CCO	E	yes	06/2018	Mar 10, 2021	May 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PMMSF PARTNERS, LLC	n/a	State registered	$21.4M	N	yes	n/a
FIVE AND DIME VENTURES, LLC	n/a	n/a	n/a	N	yes	n/a
VARIO EQUITY, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$137M	$137M	4	1	0	n/a	n/a
2024	Feb 26, 2025	$121M	$121M	4	1	0	n/a	n/a
2023	Mar 4, 2024	$101M	$101M	4	1	0	n/a	n/a
2022	Feb 21, 2023	$98.0M	$96.1M	4	1	2	n/a	n/a
2021	Mar 18, 2022	$126M	$126M	4	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$137M	$121M	13.4%	$98.0M	11.8%	4	4	0	0

Relationships

Affiliated with (1)

→ PMMSF PARTNERS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (5)

← ERIC ALLEN HEITINGAdvisorregistration: previous registration
Jun 19, 2018 to Sep 10, 2025factForm ADV
← PATRICK THOMAS LONERGANAdvisorregistration: previous registration
Jul 18, 2019 to Jun 3, 2022factForm ADV
← CAREY YEARY HILBURNAdvisorregistration: previous registration
Jun 16, 2020 to Jun 3, 2022factForm ADV
← JEFFREY EDWARD SOCHAAdvisorregistration: previous registration
Apr 20, 2021 to Feb 2, 2022factForm ADV
← KATHERYN MARIE LINDQUISTAdvisorregistration: previous registration
Jan 29, 2021 to Feb 19, 2021factForm ADV

Controls (1)

← HEITING, ERIC, ALLENOwnerMANAGING PRINCIPAL/CCO, ownership code E, individual
Mar 10, 2021 to May 30, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 19, 2025
Regulatory AUM changed
Central Wealth Management Llc reported RAUM $0, down 100% from $120.6M (2025-07-02 to 2025-12-19)
Form ADVobserved 4 days ago
$-121M
Occurred
Sep 10, 2025
Advisor changed firm
Eric Allen Heiting left Central Wealth Management Llc for Pmmsf Partners, Llc (registered 2020-08-19)
Form ADVobserved 4 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Carey Yeary Hilburn left Central Wealth Management Llc for Vital Capital Llc (registered 2022-03-14)
Form ADVobserved 4 days ago
Occurred
Jun 3, 2022
Advisor changed firm
Patrick Thomas Lonergan left Central Wealth Management Llc for Vital Capital Llc (registered 2022-03-14)
Form ADVobserved 4 days ago
Occurred
Feb 2, 2022
Advisor changed firm
Jeffrey Edward Socha left Central Wealth Management Llc for Entrewealth (registered 2021-12-14)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2021
First Form ADV filing
Central Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Dec 20, 2025
Central Wealth Management Llc no longer on the SEC adviser roster (last listed 2025-09-02, RAUM $120.6M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce479e87-4fb8-da37-b601-5ced87d5b1c7
First observed: Mar 10, 2021
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CENTRAL WEALTH MANAGEMENT LLC

CRD 293172

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce479e87-4fb8-da37-b601-5ced87d5b1c7

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC ALLEN HEITING

Certified Financial Planner|Chartered Financial Consultant

MADISON, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HEITING, ERIC, ALLEN

MANAGING PRINCIPAL/CCO

yes

06/2018

Mar 10, 2021

May 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PMMSF PARTNERS, LLC

n/a

State registered

$21.4M

yes

n/a

FIVE AND DIME VENTURES, LLC

n/a

yes

n/a

VARIO EQUITY, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$137M

n/a

2024

Feb 26, 2025

$121M

n/a

2023

Mar 4, 2024

$101M

n/a

2022

Feb 21, 2023

$98.0M

$96.1M

n/a

2021

Mar 18, 2022

$126M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$137M

$121M

13.4%

$98.0M

11.8%