Overview
Assets Under Management: $269 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
MADER & SHANNON WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123741), MADER & SHANNON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MADER & SHANNON WEALTH MANAGEMENT is headquartered in KANSAS CITY, MO.
MADER & SHANNON WEALTH MANAGEMENT serves 84 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, MADER & SHANNON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MADER & SHANNON WEALTH MANAGEMENT manages $269 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, MADER & SHANNON WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 863
Discretionary Accounts: 863
Regulatory Filings
CRD Number: 123741
Filing ID: 2058284
Last Filing Date: 2026-02-23 11:24:07