Atlas Acquires Central Wealth Management
July 16, 2025
Atlas Financial Services (Atlas) has acquired Central Wealth Management (CWM), an RIA based in Madison, Wisconsin, bringing Atlas' assets under management to more than $230 million. CWM will operate under the Atlas brand with its Madison office retained; founder Eric Heiting will become President and Head of Wealth Management at Atlas as the firm expands its AI-driven wealth platform and mass-affluent offerings.
- Buyers
- Atlas Financial Services (Atlas)
- Targets
- Central Wealth Management (CWM)
- Industry
- Financial Services
- Location
- Wisconsin, United States
- Transaction Type
- Buyout
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