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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Madrid Wealth Management LLC
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|---|---|
| CRD # | 333331 |
| SEC # | 801-131961 |
| CIK # | |
| AUM | $127.3 M (2025-01-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 505-633-5332 |
| Address | 9400 Holly Ave NE Albuquerque, NM 87122 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 5.8 |
| (b) Individuals (high net worth individuals) | 44 | 121.6 |
| (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 | 0 | 0.0 |
| (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 | 243 | 127.3 |
| By Discretionary | ||
| Discretionary | 237 | 124.0 |
| Non-Discretionary | 6 | 3.4 |
| Total | 243 | 127.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.3 | |
| Total | 243 | 127.3 |
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|---|---|---|
|
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✚
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MD | 0.1 |
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PA | 0.1 |
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TX | 0.1 |
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Jeffrey Matthews Wealth Management LLC
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NJ | 0.1 |
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TN | 0.1 |
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Diversified Asset Management Inc
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CO | 0.1 |
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Guncheon Financial LLC
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0.1 | |
|
ELE Advisory Services Inc
✚
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MI | 0.1 |