Investment adviser · CRD 338608
MADSON WEALTH ADVISORS INC.
Investment adviser filing (IA)
SANTA ROSA, CA, United States · Form ADV filed Apr 28, 2026
- Regulatory AUM
- $209M Form ADV · Item 5.F
- Client accounts
- 520 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 | 73 | $157,619,967 | 75.5% |
| Individuals | 96 | $49,363,000 | 23.6% |
| Charities | Fewer than 5 | $1,750,000 | 0.8% |
Filing source
Form ADV 2099875 · Apr 28, 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: Apr 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1160 NORTH DUTTON AVE, STE 210SANTA ROSA, CA, 95401, United States
CRD 338608
Filing source
Form ADV 2099875 · Apr 28, 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.