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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Madson Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Madson Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Madson Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Madson Wealth Advisors get paid?","answer":"Madson Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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