Paul Madrid has been CEO, CCO, Trustee of Paul & Jessica Madrid Trust of Madrid Wealth Management since June 2026, is a control person of the firm and directly owns between 25% and 50% of it.
Madrid Wealth Management, LLC is an Albuquerque, NM firm with $212M under management, 128 clients and 4 advisers across 2 offices, as of its July 2026 filing.
Paul Madrid is CEO/Wealth Advisor of Madrid Wealth Management, based in Albuquerque, New Mexico. He provides financial planning and investment consulting services to individuals and families, and serves as an investment consultant to institutions and Native American tribes. He is a member of the CFA Institute and the CFA Society of New Mexico.
Paul Madrid’s longest registration was 14 years at Redw Wealth LLC (2010–2024). Before joining Madrid Wealth Management in 2024, Paul Madrid was registered through Redw Stanley Wealth Advisors, LLC and Redw Wealth LLC.
- Madrid Wealth ManagementCurrent– present · 2 yearsAlbuquerque, NM · Adviser representative · Firm CRD 333331
- Redw Stanley Wealth Advisors, LLC– · 1 yearAlbuquerque, NM · Adviser representative · Firm CRD 166817
- Redw Wealth LLC– · 14 yearsAlbuquerque, NM · Adviser representative · Firm CRD 109446
Professional designations
Listed by Madrid Wealth Management
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary Analyst® (AIFA®)
Investment adviser representative registrations
Paul Madrid is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from October 2024; the most recent is Arizona, in August 2025.
- ArizonaSince 18 August 2025
- CaliforniaSince 1 August 2025
- New MexicoSince 21 October 2024
- TexasResidentSince 22 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 2007 |
| Series 7 | General Securities Representative Examination | 13 August 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Paul Luis Madrid
- CRD
- 5311000
- Firm
- Madrid Wealth Management · CRD 333331
- Role
- CEO, CCO, Trustee of Paul & Jessica Madrid Trust
- Office
- 9400 HOLLY AVE NE, BLDG 4, Albuquerque, NM 87122
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- madridwm.com
Where does Paul Madrid work?
Paul Madrid has been CEO, CCO, Trustee of Paul & Jessica Madrid Trust of Madrid Wealth Management, LLC since June 2026, and is a control person of the firm.
Is Paul Madrid a financial advisor?
Yes. Paul Madrid has a current investment-adviser registration in Arizona, California, New Mexico and Texas, through Madrid Wealth Management since October 2024.
How many years of experience does Paul Madrid have?
Paul Madrid has 16 years in the financial industry, since April 2010, across 3 adviser firms.
What exams has Paul Madrid passed?
Paul Madrid has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2007.
Where did Paul Madrid work before Madrid Wealth Management?
Before Madrid Wealth Management, Paul Madrid was registered through Redw Stanley Wealth Advisors, LLC, October 2015 to December 2016; Redw Wealth LLC, March 2010 to September 2024.
Where is Paul Madrid based?
Paul Madrid’s registered office is in Albuquerque, NM.
Is Paul Madrid registered with FINRA?
No. Paul Madrid has no current broker registration.
Is Paul Madrid a CFP?
Madrid Wealth Management lists Paul Madrid with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Paul Madrid a CFA charterholder?
Madrid Wealth Management lists Paul Madrid with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Paul Madrid’s record?
Search CRD 5311000 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Madrid’s full registration record.
- Reese HintonCIO & Wealth Advisor
- Jessica MadridTrustee of Paul & Jessica Madrid Trust