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MADER & SHANNON WEALTH MANAGEMENT
MADER & SHANNON WEALTH MANAGEMENT, INC.
CRD 123741 · SEC 801-67482
4717 GRAND AVE., STE 800, KANSAS CITY, MO, 64112, United States
Phone
816-751-0585
Fax
816-343-5997
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$269.4M
Discretionary AUM
$269.4M
Team
10 total employees; 9 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $61.7M |
| High net worth individuals | 84 | $180.0M |
| Pension/profit sharing plans | 16 | $16.2M |
| Other investment advisers | 12 | $7.5M |
| Corporations/business entities | 8 | $2.9M |
States served
AZ, CO, IL, KS, LA, NE, NV, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD