|
⚲
|
| Madison Wealth Partners Inc
✚
|
|
|---|---|
| CRD # | 305824 |
| SEC # | 801-118168 |
| CIK # | 0001844424 |
| AUM | $559.0 MM (2024-07-08) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 608-210-1021 |
| Address | 1502 W Broadway Madison, WI 53713 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 7.4 | |
| AAPL | 2,382,844.0 | 7.4 | |
| AMZN | 1,092,997.8 | 3.3 | |
| MGEE | 2,807.4 | 2.3 | |
| GOOGL | 1,475,138.5 | 2.1 | |
| JPM | 340,169.2 | 1.6 | |
| NVDA | 399,550.0 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,061 | 168.3 |
| (b) Individuals (high net worth individuals) | 207 | 374.7 |
| (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 | 7 | 16.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3,635 | 559.0 |
| By Discretionary | ||
| Discretionary | 3,628 | 543.0 |
| Non-Discretionary | 7 | 16.0 |
| Total | 3,635 | 559.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 559.0 | |
| Total | 3,635 | 559.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844424] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trust Advisory Group Ltd
✚
|
MA | 0.6 |
|
Wealthcare Investment Partners LLC
✚
|
RI | 0.6 |
|
Capital Advisers Inc
✚
|
NC | 0.6 |
|
Hurlow Wealth Management Group Inc
✚
|
IN | 0.6 |
|
Ackerman Asset Management LLC
✚
|
MD | 0.6 |
|
Renaissance Investment Group LLC
✚
|
MA | 0.6 |
|
Allium Financial Advisors LLC
✚
|
OR | 0.6 |
|
Cambridge Advisors Inc
✚
|
NE | 0.6 |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 0.6 |
|
Sweeney & Michel LLC
✚
|
CA | 0.6 |