ALBUQUERQUE, NMCRD 333331Latest ADV January 18, 2026
Madrid Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albuquerque, NM. Its latest Form ADV filing, dated January 18, 2026, reports $212M in regulatory assets under management, 4 employees, 1 office, and 428 accounts.
Assets Under Management
$212M
Employees
4
Offices
1 office
Total Clients
128
Primary office
ALBUQUERQUE, NM
9400 HOLLY AVE NE, BLDG 4, ALBUQUERQUE, NM, United States
Top client segmentIndividuals represent 57.0% of total clients.
Top client categories% of clientsClients
1
Individuals
57.0%
73
2
HNWI
43.0%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of January 18, 2026
Discretionary97.7%
$207M
98% of total RAUM97.7%
Non-discretionary2.3%
$5M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$212M
Total Accounts428
10Y AUM Change+$85M (+66.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee32:1
10Y Employee Change+2 (+100.0%)
* 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.