Overview
Assets Under Management: $1.1 billion
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 316
Average Client Assets: $3.0 million
Frequently Asked Questions
MADISON 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 #111728), MADISON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MADISON WEALTH MANAGEMENT is headquartered in CINCINNATI, OH.
MADISON WEALTH MANAGEMENT serves 316 high-net-worth clients according to their SEC filing dated October 30, 2023. View client details ↓
According to their SEC Form ADV, MADISON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
MADISON WEALTH MANAGEMENT manages $1.1 billion in client assets according to their SEC filing dated October 30, 2023.
According to their SEC Form ADV, MADISON 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 316
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.42%
Average Client Assets: $3.0 million
Total Client Accounts: 2,495
Discretionary Accounts: 2,495
Regulatory Filings
CRD Number: 111728
Filing ID: 1796168
Last Filing Date: 2023-10-30 13:29:00