Mader & Shannon Wealth Management, Inc.
● SEC registered since 2007CRD 123741SEC# 801-67482Kansas City, MO
Reg. AUM
$269.4M
Employees
10
Accounts
863
Location
Kansas City, MO
Mader & Shannon Wealth Management, Inc. assets under management
Mader & Shannon Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2007. It reports $269.4 million in regulatory assets under management and employs 10 people.
Mader & Shannon Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bret A. Guillaume Control | President And Chief Compliance Officer | Over 75% | 2005 |
| James W Mader Control | Chairman And Ceo | Under 5% | 2005 |
| Kyle Andrew Sanders Control | Portfolio Manager | 10-25% | 2017 |
Frequently asked questions
How much does Mader & Shannon Wealth Management, Inc. manage?
Mader & Shannon Wealth Management, Inc. reports $269.4 million in regulatory assets under management on its Form ADV.
How many employees does Mader & Shannon Wealth Management, Inc. have?
Mader & Shannon Wealth Management, Inc. reports 10 employees.
Where is Mader & Shannon Wealth Management, Inc. located?
Mader & Shannon Wealth Management, Inc. is based in Kansas City, MO and has been SEC-registered since 2007.
Does Mader & Shannon Wealth Management, Inc. disclose fund performance?
Mader & Shannon Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4717 Grand Ave., Ste 800, Kansas City, MO 64112 |
| Phone | 816-751-0585 |
| Fax | 816-343-5997 |
| Office hours | 8:00 a.m. 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1535862 |
| Discloses disciplinary history | No |
Regulatory AUM
$269.4M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$269.4Mregulatory AUM
Discretionary $269.4M