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MADISON PARTNERS
MADISON WEALTH PARTNERS, INC.
CRD 305824 · SEC 801-118168
1502 W BROADWAY, SUITE 301, MADISON, WI, 53713, United States
Phone
608-210-1021
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.30B
Discretionary AUM
$1.28B
Team
17 total employees; 17 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1675 | $449.3M |
| High net worth individuals | 367 | $807.0M |
| Pension/profit sharing plans | 35 | $46.4M |
States served
VT, AZ, CA, CO, GA, ID, IL, IA, LA, MI, MN, NE, NV, NJ, NY, NC, OR, PA, SC, TN, WV, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD