Investment adviser · CRD 305824
MADISON PARTNERS
Investment adviser filing (IA)
MADISON WEALTH PARTNERS, INC.
MADISON, WI, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $1.3B Form ADV · Item 5.F
- Client accounts
- 6,213 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 17 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 | 367 | $806,958,305 | 61.9% |
| Individuals | 1,675 | $449,264,586 | 34.5% |
| Retirement plans | 35 | $46,392,485 | 3.6% |
| Charities | Fewer than 5 | $494,653 | 0.0% |
Filing source
Form ADV 2133233 · Sep 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: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
1502 W BROADWAY, SUITE 301MADISON, WI, 53713, United States
CRD 305824
Filing source
Form ADV 2133233 · Sep 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.