Madson Wealth Advisors Inc.
● SEC registered since 2026CRD 338608SEC# 801-135220Santa Rosa, CA
Reg. AUM
$208.7M
Employees
3
Accounts
520
Location
Santa Rosa, CA
Madson Wealth Advisors Inc. assets under management
Madson Wealth Advisors Inc. is an SEC-registered investment adviser based in Santa Rosa, CA. The firm has been registered since 2026. It reports $208.7 million in regulatory assets under management and employs 3 people.
Madson Wealth Advisors Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maxwell Dakota Madson Control | Chief Executive Officer, Chief Compliance Officer & Principal | 50-75% | 2026 |
| Yvonne MacKenzie Madson Control | Founder | 25-50% | 2026 |
Frequently asked questions
How much does Madson Wealth Advisors Inc. manage?
Madson Wealth Advisors Inc. reports $208.7 million in regulatory assets under management on its Form ADV.
How many employees does Madson Wealth Advisors Inc. have?
Madson Wealth Advisors Inc. reports 3 employees.
Where is Madson Wealth Advisors Inc. located?
Madson Wealth Advisors Inc. is based in Santa Rosa, CA and has been SEC-registered since 2026.
Does Madson Wealth Advisors Inc. disclose fund performance?
Madson Wealth Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1160 North Dutton Ave, Ste 210, Santa Rosa, CA 95401 |
| Phone | 707-578-6850 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.7MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$208.7Mregulatory AUM
Discretionary $208.7M