Madrone Investment Advisory, LLC
Madrone Investment Advisory, LLC is an SEC-registered wealth manager in San Rafael, CA with $254.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Madrone Investment Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149549, SEC 801-121355, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $254.3M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- San Rafael, CA
- Employees
- 1
- Clients
- 118
- CRD
- 149549
- Ownership
- ZAIDLIN, MIKE, HARRY
How much AUM does Madrone Investment Advisory, LLC have?
Madrone Investment Advisory, LLC reported $254.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Madrone Investment Advisory, LLC?
Disclosed owners and executives of Madrone Investment Advisory, LLC include ZAIDLIN, MIKE, HARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.