Madrid Wealth Management
Madrid Wealth Management is an SEC-registered wealth manager in Albuquerque, NM with $212.1M assets under management (AUM, regulatory AUM), +67% over one year. See who owns Madrid Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333331, SEC 801-131961, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $212.1M (2026-06-25)
- Firm type
- Wealth Manager
- Location
- Albuquerque, NM
- Employees
- 4
- Clients
- 128
- CRD
- 333331
- Ownership
- PAUL L. & JESSICA M. MADRID TRUST; HINTON, REESE, EDWARD; MADRID, PAUL, LUIS
How much AUM does Madrid Wealth Management have?
Madrid Wealth Management reported $212.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Madrid Wealth Management?
Disclosed owners and executives of Madrid Wealth Management include PAUL L. & JESSICA M. MADRID TRUST, HINTON, REESE, EDWARD, MADRID, PAUL, LUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.