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Madrid Wealth Management, LLC

● SEC registered since 2025CRD 333331SEC# 801-131961Albuquerque, NM
Export (members)
Reg. AUM
$212.1M
Employees
4
Accounts
428
Location
Albuquerque, NM

Madrid Wealth Management, LLC assets under management

Madrid Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Albuquerque, NM. The firm has been registered since 2025. It reports $212.1 million in regulatory assets under management and employs 4 people.

Madrid Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Paul L. & Jessica M. Madrid Trust ControlShareholderOver 75%2026
Paul Luis Madrid ControlCeo, CcoUnder 5%2024
Reese Edward Hinton ControlCio & Wealth Advisor10-25%2026

Frequently asked questions

How much does Madrid Wealth Management, LLC manage?

Madrid Wealth Management, LLC reports $212.1 million in regulatory assets under management on its Form ADV.

How many employees does Madrid Wealth Management, LLC have?

Madrid Wealth Management, LLC reports 4 employees.

Where is Madrid Wealth Management, LLC located?

Madrid Wealth Management, LLC is based in Albuquerque, NM and has been SEC-registered since 2025.

Does Madrid Wealth Management, LLC disclose fund performance?

Madrid Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9400 Holly Ave NE, Bldg 4, Albuquerque, NM 87122
Phone505-633-5332
Office hours8a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
CIK2106678
Discloses disciplinary historyNo

Regulatory AUM

$212.1M▲ 67%
Jan '25 — $127.3MFeb '25 — $127.3MMar '25 — $127.3MApr '25 — $127.3MMay '25 — $127.3MJun '25 — $127.3MJul '25 — $127.3MAug '25 — $127.3MSep '25 — $127.3MOct '25 — $127.3MNov '25 — $127.3MDec '25 — $127.3MJan '26 — $212.1MFeb '26 — $212.1MMar '26 — $212.1MApr '26 — $212.1MMay '26 — $212.1MJun '26 — $212.1M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$212.1Mregulatory AUM
Discretionary $207.1MNon-discretionary $4.9M