Investment adviser · CRD 115753
MADRONA FINANCIAL & CPAS
Investment adviser filing (IA)
MADRONA FINANCIAL SERVICES, LLC
EVERETT, WA, United States · Form ADV filed Jun 8, 2026
- Regulatory AUM
- $692M Form ADV · Item 5.F
- Client accounts
- 1,813 Accounts, not individual clients
- Employees
- 18 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 | 281 | $505,839,303 | 73.1% |
| Individuals | 408 | $169,700,900 | 24.5% |
| Charities | Fewer than 5 | $16,065,578 | 2.3% |
| Corporations & businesses | Fewer than 5 | $187,012 | 0.0% |
Filing source
Form ADV 2111471 · Jun 8, 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: Jun 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions
Principal office
2911 BOND STREET, SUITE 200EVERETT, WA, 98201, United States
CRD 115753
Filing source
Form ADV 2111471 · Jun 8, 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.