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Madson Wealth Advisors Inc.

● SEC registered since 2026CRD 338608SEC# 801-135220Santa Rosa, CA
Export (members)
Reg. AUM
—
Employees
3
Accounts
—
Location
Santa Rosa, CA

Madson Wealth Advisors Inc. assets under management

Madson Wealth Advisors Inc. is an SEC-registered investment adviser based in Santa Rosa, CA. The firm has been registered since 2026. It employs 3 people.
www.madsonwealth.comView on SEC.gov ↗

Madson Wealth Advisors Inc. owners & executives

2 reported
NameTitleOwnershipSince
Maxwell Dakota Madson ControlChief Executive Officer, Chief Compliance Officer & Principal50-75%2026
Yvonne MacKenzie Madson ControlFounder25-50%2026

Frequently asked questions

How many employees does Madson Wealth Advisors Inc. have?

Madson Wealth Advisors Inc. reports 3 employees.

Where is Madson Wealth Advisors Inc. located?

Madson Wealth Advisors Inc. is based in Santa Rosa, CA and has been SEC-registered since 2026.

Does Madson Wealth Advisors Inc. disclose fund performance?

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

Contact & registration

Address1160 North Dutton Ave, Ste 210, Santa Rosa, CA 95401
Phone707-578-6850
Office hours9a.m. - 4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo