Mader & Shannon Wealth Management
Mader & Shannon Wealth Management is an SEC-registered mass-market adviser in Kansas City, MO with $269.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Mader & Shannon Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123741, SEC 801-67482, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $269.4M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- Kansas City, MO
- Employees
- 10
- Clients
- 363
- CRD
- 123741
- Ownership
- SHANNON, GEORGE, RUSSELL; MADER, JAMES, W; MCQUAIN, ROBERT, R; GUILLAUME, BRET, A.; Sanders, Kyle, Andrew
How much AUM does Mader & Shannon Wealth Management have?
Mader & Shannon Wealth Management reported $269.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Mader & Shannon Wealth Management?
Disclosed owners and executives of Mader & Shannon Wealth Management include SHANNON, GEORGE, RUSSELL, MADER, JAMES, W, MCQUAIN, ROBERT, R, GUILLAUME, BRET, A., Sanders, Kyle, Andrew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.