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| Keyboard |
| Madrid Wealth Management LLC
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|---|---|
| CRD # | 333331 |
| SEC # | 801-131961 |
| CIK # | 0002106678 |
| AUM | 212.1 M (2026-06-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 505-633-5332 |
| Address | 9400 Holly Ave NE Albuquerque, NM 87122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.0 | ||
| Apple Inc | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 28.4 |
| (b) Individuals (high net worth individuals) | 55 | 183.7 |
| (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 | 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 | 428 | 212.1 |
| By Discretionary | ||
| Discretionary | 417 | 207.1 |
| Non-Discretionary | 11 | 4.9 |
| Total | 428 | 212.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.1 | |
| Total | 428 | 212.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002106678] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 11 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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Urban Wealth Management Group LLC
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Brixton Capital Wealth Advisors LLC
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Jamison Hanson Advisors LLC
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OR | 212.0 M |
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Diamond Wealth Management LLC
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UT | 212.0 M |
|
Regatta Research & Money Management LLC
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LA | 211.5 M |
|
Shaffer Capital Advisers LLC
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OH | 211.1 M |