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Madison Wealth Partners, Inc.

● SEC registered since 2020CRD 305824SEC# 801-118168Madison, WI
Export (members)
Reg. AUM
$1.09B
Employees
16
Accounts
5,779
Location
Madison, WI

Madison Wealth Partners, Inc. assets under management

Madison Wealth Partners, Inc. is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2020. It reports $1.1 billion in regulatory assets under management and employs 16 people.
www.linkedin.com/company/38098317/adminView on SEC.gov ↗

Madison Wealth Partners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Mark Peter McFarland ControlCo-Chief Executive Officer And Chief Compliance Officer50-75%2020
Shane Daniel Kieler ControlCo-Chief Executive Officer50-75%2020

Frequently asked questions

How much does Madison Wealth Partners, Inc. manage?

Madison Wealth Partners, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Madison Wealth Partners, Inc. have?

Madison Wealth Partners, Inc. reports 16 employees.

Where is Madison Wealth Partners, Inc. located?

Madison Wealth Partners, Inc. is based in Madison, WI and has been SEC-registered since 2020.

Does Madison Wealth Partners, Inc. disclose fund performance?

Madison Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1502 W Broadway, Suite 301, Madison, WI 53713
Phone608-210-1021
Office hours8:00a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK1844424
Discloses disciplinary historyNo

Assets under management

Discretionary$1.07B
Non-discretionary$24.6M
Total (RAUM)$1.09B