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MADSON WEALTH ADVISORS INC.
CRD 338608 · SEC 801-135220
1160 NORTH DUTTON AVE, STE 210, SANTA ROSA, CA, 95401, United States
Phone
707-578-6850
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.7M
Discretionary AUM
$208.7M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $49.4M |
| High net worth individuals | 73 | $157.6M |
| Charitable organizations | 2 | $1.8M |
States served
CA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD