Investment adviser · CRD 111728
MADISON WEALTH MANAGEMENT
Investment adviser filing (IA)
MADISON FINANCIAL ADVISORS, LTD
CINCINNATI, OH, United States · Form ADV filed Oct 30, 2023
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 2,495 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 12 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 | 316 | $948,740,859 | 84.4% |
| Individuals | 210 | $68,074,129 | 6.1% |
| Charities | 29 | $57,042,441 | 5.1% |
| Corporations & businesses | 12 | $22,373,912 | 2.0% |
| Other clients | Fewer than 5 | $20,278,465 | 1.8% |
| Retirement plans | 5 | $7,350,054 | 0.7% |
Filing source
Form ADV 1796168 · Oct 30, 2023 · 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: Oct 30, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7755 MONTGOMERY ROAD, SUITE 510CINCINNATI, OH, 45236, United States
CRD 111728
Filing source
Form ADV 1796168 · Oct 30, 2023 · 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.