Overview
Assets Under Management: $222 million
Headquarters: LEE'S SUMMIT, MO
High-Net-Worth Clients: 43
Average Client Assets: $4.6 million
Frequently Asked Questions
MADISON WEALTH ADVISORS, LLC 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 #117904), MADISON WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
MADISON WEALTH ADVISORS, LLC is headquartered in LEE'S SUMMIT, MO.
MADISON WEALTH ADVISORS, LLC serves 43 high-net-worth clients according to their SEC filing dated June 07, 2023. View client details ↓
According to their SEC Form ADV, MADISON WEALTH ADVISORS, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MADISON WEALTH ADVISORS, LLC manages $222 million in client assets according to their SEC filing dated June 07, 2023.
According to their SEC Form ADV, MADISON WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.39%
Average Client Assets: $4.6 million
Total Client Accounts: 321
Discretionary Accounts: 321
Regulatory Filings
CRD Number: 117904
Filing ID: 1767245
Last Filing Date: 2023-06-07 12:15:00