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Building 2MADSON WEALTH ADVISORS INC.

Map pinSANTA ROSA, CA
Phone707-578-6850
NotebookSEC #801-135220
Total AUM
$208.7M
Employees
3
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1160 NORTH DUTTON AVE
STE 210
SANTA ROSA
CA 95401
United States
Operating Hours
9AM - 4PM
Monday - Friday
Phone
707-578-6850

ReceiptFinancials

Total AUM
$208.7M
Accounts
520
Discretionary
$208.7M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
96
AUM
$49.4M
HNW Individual Clients
73
AUM
$157.6M
Charitable Organization Clients
2
AUM
$1.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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