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Mader & Shannon Wealth Management, Inc.

● SEC registered since 2007CRD 123741SEC# 801-67482Kansas City, MO
Export (members)
Reg. AUM
$221.3M
Employees
10
Accounts
863
Location
Kansas City, MO

Mader & Shannon Wealth Management, Inc. assets under management

Mader & Shannon Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Kansas City, MO. The firm has been registered since 2007. It reports $221.3 million in regulatory assets under management and employs 10 people.
www.twitter.com/madershannonView on SEC.gov ↗

Mader & Shannon Wealth Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bret A. Guillaume ControlPresident And Chief Compliance OfficerOver 75%2005
James W Mader ControlChairman And CeoUnder 5%2005
Kyle Andrew Sanders ControlPortfolio Manager10-25%2017

Frequently asked questions

How much does Mader & Shannon Wealth Management, Inc. manage?

Mader & Shannon Wealth Management, Inc. reports $221.3 million in regulatory assets under management on its Form ADV.

How many employees does Mader & Shannon Wealth Management, Inc. have?

Mader & Shannon Wealth Management, Inc. reports 10 employees.

Where is Mader & Shannon Wealth Management, Inc. located?

Mader & Shannon Wealth Management, Inc. is based in Kansas City, MO and has been SEC-registered since 2007.

Does Mader & Shannon Wealth Management, Inc. disclose fund performance?

Mader & Shannon Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4717 Grand Ave., Ste 800, Kansas City, MO 64112
Phone816-751-0585
Fax816-343-5997
Office hours8:00 a.m. 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1535862
Discloses disciplinary historyNo

Assets under management

Discretionary$221.3M
Non-discretionary$0
Total (RAUM)$221.3M