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| Happy Holidays!! thanks for using AUM13F!! |
| Madison Wealth Partners Inc
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| CRD # | 305824 |
| SEC # | 801-118168 |
| CIK # | 0001844424 |
| AUM | $1.1 B (2025-03-31) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 608-210-1021 |
| Address | 1502 W Broadway Madison, WI 53713 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.1 | ||
| Apple Inc | 8.3 | ||
| Amazon Com Inc | 4.4 | ||
| Nvidia Corp | 2.9 | ||
| MGE Energy Inc | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,541 | 354.1 |
| (b) Individuals (high net worth individuals) | 336 | 700.9 |
| (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 | 22 | 38.7 |
| (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 | 5,779 | 1,094.2 |
| By Discretionary | ||
| Discretionary | 5,776 | 1,069.5 |
| Non-Discretionary | 3 | 24.6 |
| Total | 5,779 | 1,094.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,094.2 | |
| Total | 5,779 | 1,094.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844424] |
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