Overview
Assets Under Management: $209 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 73
Average Client Assets: $2.2 million
Frequently Asked Questions
MADSON WEALTH ADVISORS INC. 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 #338608), MADSON WEALTH ADVISORS INC. is subject to fiduciary duty under federal law.
MADSON WEALTH ADVISORS INC. is headquartered in SANTA ROSA, CA.
MADSON WEALTH ADVISORS INC. serves 73 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, MADSON WEALTH ADVISORS INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MADSON WEALTH ADVISORS INC. manages $209 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, MADSON WEALTH ADVISORS INC. 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: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.51%
Average Client Assets: $2.2 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 338608
Filing ID: 2099875
Last Filing Date: 2026-04-28 16:00:01