KANSAS CITY, MOCRD 123741Latest ADV February 23, 2026
Mader & Shannon Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Kansas City, MO. Its latest Form ADV filing, dated February 23, 2026, reports $269M in regulatory assets under management, 10 employees, 2 offices, and 863 accounts.
Assets Under Management
$269M
Employees
10
Offices
2 offices
Total Clients
375
Primary office
KANSAS CITY, MO
4717 GRAND AVE., STE 800, KANSAS CITY, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
255
2
HNWI
22.4%
84
3
Pension Plans
4.3%
16
4
Other Advisers
3.2%
12
5
Corporations
2.1%
8
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$269Mas of February 23, 2026
Discretionary100.0%
$269M
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$269M
Total Accounts863
10Y AUM Change+$109M (+68.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee38:1
10Y Employee Change-2 (-16.7%)
* 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.