Madrona Financial & Cpas
Madrona Financial & Cpas is an SEC-registered wealth manager in Everett, WA with $691.8M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Madrona Financial & Cpas: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115753, SEC 801-63693, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $691.8M (2026-06-08)
- Firm type
- Wealth Manager
- Location
- Everett, WA
- Employees
- 18
- Clients
- 689
- CRD
- 115753
- Ownership
- EVANS, BRIAN, KELLY; EVANS, TRACIE, LEE; HENDERSON, KRISTI, RAE; Maher, Joel, Andrew; Himmer, Richard, P
How much AUM does Madrona Financial & Cpas have?
Madrona Financial & Cpas reported $691.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Madrona Financial & Cpas?
Disclosed owners and executives of Madrona Financial & Cpas include EVANS, BRIAN, KELLY, EVANS, TRACIE, LEE, HENDERSON, KRISTI, RAE, Maher, Joel, Andrew, Himmer, Richard, P. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.