Madrona Financial Services, LLC
● SEC registered since 2005CRD 115753SEC# 801-63693Everett, WA
Reg. AUM
$691.8M
Employees
18
Accounts
1,813
Location
Everett, WA
Madrona Financial Services, LLC assets under management
Madrona Financial Services, LLC is an investment advisory firm registered with the SEC based in Everett, WA. The firm has been registered since 2005. It reports $691.8 million in regulatory assets under management and employs 18 people.
Madrona Financial Services, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Kelly Evans Control | Managing Member, Chief Compliance Officer | 50-75% | 1995 |
| Joel Andrew Maher Control | Co-Coo | 10-25% | 2021 |
| Kristi Rae Henderson Control | Co-Coo | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Madrona Financial Services, LLC manage?
Madrona Financial Services, LLC reports $691.8 million in regulatory assets under management on its Form ADV.
How many employees does Madrona Financial Services, LLC have?
Madrona Financial Services, LLC reports 18 employees.
Where is Madrona Financial Services, LLC located?
Madrona Financial Services, LLC is based in Everett, WA and has been SEC-registered since 2005.
Does Madrona Financial Services, LLC disclose fund performance?
Madrona Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2911 Bond Street, Suite 200, Everett, WA 98201 |
| Phone | 425-212-3777 |
| Fax | 425-252-4779 |
| Office hours | 8-5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$691.8M▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$691.8Mregulatory AUM
Discretionary $691.8M