Madson Wealth Advisors Inc.
Madson Wealth Advisors Inc. is an SEC-registered wealth manager in Santa Rosa, CA with $208.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Madson Wealth Advisors Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338608, SEC 801-135220, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $208.7M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Santa Rosa, CA
- Employees
- 3
- Clients
- 171
- CRD
- 338608
- Ownership
- MADSON, YVONNE, MACKENZIE; MADSON, MAXWELL, DAKOTA
How much AUM does Madson Wealth Advisors Inc. have?
Madson Wealth Advisors Inc. reported $208.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Madson Wealth Advisors Inc.?
Disclosed owners and executives of Madson Wealth Advisors Inc. include MADSON, YVONNE, MACKENZIE, MADSON, MAXWELL, DAKOTA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.