PPrivate Fund Data Log in Join · $37/mo

Maxwell Dakota Madson

Chief Executive Officer, Chief Compliance Officer & PrincipalMadson Wealth Advisors Inc.CRD 6429368

About Maxwell Dakota Madson

Maxwell Dakota Madson is listed as Chief Executive Officer, Chief Compliance Officer & Principal at Madson Wealth Advisors Inc. in Santa Rosa, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Madson Wealth Advisors Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Maxwell Dakota Madson work?

Maxwell Dakota Madson is listed as Chief Executive Officer, Chief Compliance Officer & Principal at Madson Wealth Advisors Inc. on SEC Form ADV.

How much of Madson Wealth Advisors Inc. does Maxwell Dakota Madson own?

Form ADV reports a beneficial ownership band of 50-75%.

Madson Wealth Advisors Inc.

TitleChief Executive Officer, Chief Compliance Officer & Principal
Ownership50-75%
Control personYes
Since2026