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| Madison Wealth Partners Inc
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|---|---|
| CRD # | 305824 |
| SEC # | 801-118168 |
| CIK # | 0001844424 |
| AUM | 1,303.1 M (2026-06-19) |
| Employees | 17 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 608-210-1021 |
| Address | 1502 W Broadway Madison, WI 53713 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.7 | ||
| Microsoft Corp | 7.1 | ||
| Alphabet Inc | 4.8 | ||
| Nvidia Corp | 4.6 | ||
| Amazon Com Inc | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,675 | 449.3 |
| (b) Individuals (high net worth individuals) | 367 | 807.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 46.4 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,213 | 1,303.1 |
| By Discretionary | ||
| Discretionary | 6,190 | 1,275.9 |
| Non-Discretionary | 23 | 27.2 |
| Total | 6,213 | 1,303.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,303.1 | |
| Total | 6,213 | 1,303.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844424] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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