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MADRONA FINANCIAL & CPAS

MADRONA FINANCIAL SERVICES, LLC

CRD 115753 · SEC 801-63693

Visit website

2911 BOND STREET, SUITE 200, EVERETT, WA, 98201, United States

Phone

425-212-3777

Fax

425-252-4779

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$691.8M

Discretionary AUM

$691.8M

Team

18 total employees; 12 advisory reps; 80 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-06-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals408$169.7M
High net worth individuals281$505.8M

States served

AZ, CA, CO, ID, NE, NC, OR, UT, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD