Madison Wealth Partners, Inc.
● SEC registered since 2020CRD 305824SEC# 801-118168Madison, WI
Reg. AUM
$1.3B
Employees
17
Accounts
6,213
Location
Madison, WI
Madison Wealth Partners, Inc. assets under management
Madison Wealth Partners, Inc. is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2020. It reports $1.3 billion in regulatory assets under management and employs 17 people.
Madison Wealth Partners, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2026 |
| Mark Peter McFarland Control | Co-Chief Executive Officer | 50-75% | 2020 |
| Shane Daniel Kieler Control | Co-Chief Executive Officer | 50-75% | 2020 |
Frequently asked questions
How much does Madison Wealth Partners, Inc. manage?
Madison Wealth Partners, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Madison Wealth Partners, Inc. have?
Madison Wealth Partners, Inc. reports 17 employees.
Where is Madison Wealth Partners, Inc. located?
Madison Wealth Partners, Inc. is based in Madison, WI and has been SEC-registered since 2020.
Does Madison Wealth Partners, Inc. disclose fund performance?
Madison Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1502 W Broadway, Suite 301, Madison, WI 53713 |
| Phone | 608-210-1021 |
| Office hours | 8:00a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1844424 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.3B▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.3Bregulatory AUM
Discretionary $1.28BNon-discretionary $27.2M