Madson Wealth Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Rosa, CA. Its latest Form ADV filing, dated April 28, 2026, reports $209M in regulatory assets under management, 3 employees, and 520 accounts.
Assets Under Management
$209M
Employees
3
Offices
--
Total Clients
171
Primary office
SANTA ROSA, CA
1160 NORTH DUTTON AVE, STE 210, SANTA ROSA, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
96
2
HNWI
42.7%
73
3
Charitable
1.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of April 28, 2026
Discretionary100.0%
$209M
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.
Total AUM$209M
Total Accounts520
10Y AUM Change+$209M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* 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.