Madrona Financial & Cpas is an SEC registered investment adviser organized as a limited liability company with a primary office location in Everett, WA. Its latest Form ADV filing, dated March 28, 2026, reports $692M in regulatory assets under management, 18 employees, 5 offices, and 1,813 accounts.
Assets Under Management
$692M
Employees
18
Offices
5 offices
Total Clients
689
Primary office
EVERETT, WA
2911 BOND STREET, SUITE 200, EVERETT, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
408
2
HNWI
40.8%
281
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$692Mas of March 28, 2026
Discretionary100.0%
$692M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$692M
Total Accounts1,813
10Y AUM Change+$565M (+445.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee38:1
10Y Employee Change+1 (+5.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.