Investment adviser · CRD 123741
MADER & SHANNON WEALTH MANAGEMENT
Investment adviser filing (IA)
MADER & SHANNON WEALTH MANAGEMENT, INC.
KANSAS CITY, MO, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $269M Form ADV · Item 5.F
- Client accounts
- 863 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 84 | $180,040,446 | 66.8% |
| Individuals | 255 | $61,721,292 | 22.9% |
| Retirement plans | 16 | $16,158,868 | 6.0% |
| Other investment advisers | 12 | $7,461,639 | 2.8% |
| Corporations & businesses | 8 | $2,933,654 | 1.1% |
| Charities | Fewer than 5 | $1,131,402 | 0.4% |
Filing source
Form ADV 2125615 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
4717 GRAND AVE., STE 800KANSAS CITY, MO, 64112, United States
CRD 123741
Filing source
Form ADV 2125615 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.