Madson Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Madson Wealth Advisors reports 171 clients. They include 96 individual clients, 73 high-net-worth individuals and 2 charitable organizations. Of its assets, 100.0% ($209M across 520 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 24% |
| High-net-worth individuals | 43% | 76% |
| Charitable organizations | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 96 | $49.4M | 23.6% | $514K |
| High-net-worth individuals | 73 | $158M | 75.5% | $2.16M |
| Charitable organizations | Fewer than 5 | $1.75M | 0.8% | $875K |
| Total | 171 | $209M | 100% | — |
- Clients
- 96
- Regulatory AUM
- $49.4M
- AUM share
- 23.6%
- Avg. per client
- $514K
- Clients
- 73
- Regulatory AUM
- $158M
- AUM share
- 75.5%
- Avg. per client
- $2.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.75M
- AUM share
- 0.8%
- Avg. per client
- $875K
Total
- Clients
- 171
- Regulatory AUM
- $209M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Madson Wealth Advisors charges 0.25%–1.50% a year for its Asset Management and Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fees from $2,400 to $5,000; any hourly fee will not exceed $400 an hour.
Maxwell Madson owns 50% to 75% of Madson Wealth Advisors. Maxwell Madson is CEO. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Madson Wealth Advisors Inc.
Maxwell Madson
Control person · since February 2026
- Owns 25% to 50% of Madson Wealth Advisors Inc.
Yvonne Madson
Control person · since February 2026
Besides its headquarters, Madson Wealth Advisors has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 1160 North Dutton Ave, Ste 210, Santa RosaHQ
Contact and registration details
- Legal name
- Madson Wealth Advisors Inc.
- Headquarters
- 1160 North Dutton Ave, Ste 210, Santa Rosa, CA 95401
- Website
- madsonwealth.com
- Phone
- 707-578-6850
- SEC file
- 801-135220
- Founded
- 2024
- Structure
- California corporation
- Fiscal year end
- December
Madson Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($204M). Madson Wealth Advisors has custody of $4M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $204M100%
At year end, Madson Wealth Advisors’ separately managed accounts were mostly in funds (73%) and stocks (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $147M across 97 positions; the largest are Vanguard Specialized Funds (6.3%), iShares TR (6.2%) and Vanguard Whitehall Fds (6.1%).
What the accounts hold
- Stocks16%
- Funds73%
- Bonds10%
- Investment grade corporate bonds6%
- U.S. government and agency bonds4%
- Cash1%
How many clients does Madson Wealth Advisors have?
Madson Wealth Advisors has 171 clients and manages $209 million for them, as of April 2026. They include 96 individual clients, 73 high-net-worth individuals and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026
What services does Madson Wealth Advisors offer?
Madson Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Madson Wealth Advisors charge?
Madson Wealth Advisors charges 0.25%–1.50% a year for its Asset Management and Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 22 December 2025
Which custodians does Madson Wealth Advisors use?
Madson Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $204M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026
How many financial advisors does Madson Wealth Advisors have?
Madson Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Madson Wealth Advisors invest in?
At the end of its last fiscal year, Madson Wealth Advisors’ separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 6% investment grade corporate bonds, 4% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Madson Wealth Advisors?
Madson Wealth Advisors’ direct owners are Maxwell Madson (50% to 75%) and Yvonne Madson (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 April 2026
How does Madson Wealth Advisors get paid?
Madson Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Madson Wealth Advisors?
Madson Wealth Advisors’ main office is at 1160 North Dutton Ave, Ste 210, Santa Rosa, CA 95401. Its phone number is 707-578-6850. Its website is madsonwealth.com.