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MADRID WEALTH MANAGEMENT
MADRID WEALTH MANAGEMENT, LLC
CRD 333331 · SEC 801-131961
9400 HOLLY AVE NE, BLDG 4, ALBUQUERQUE, NM, 87122, United States
Phone
505-633-5332
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.1M
Discretionary AUM
$207.1M
Team
4 total employees; 4 advisory reps; 11 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $28.4M |
| High net worth individuals | 55 | $183.7M |
States served
AZ, CA, NM, TX
All web addresses on file
Official SEC filing: View on IAPD