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| Keyboard |
| Madson Wealth Advisors Inc
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|---|---|
| CRD # | 338608 |
| SEC # | 801-135220 |
| CIK # | 0002129795 |
| AUM | 208.7 M (2026-04-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 707-578-6850 |
| Address | 1160 North Dutton Ave Santa Rosa, CA 95401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 2.1 | |
| Johnson & Johnson | 1.7 | |
| Broadcom Inc | 1.7 | |
| Alphabet Inc | 1.5 | |
| Microsoft Corp | 1.4 | |
| Costco Wholesale Corp /NEW | 1.3 | |
| Apple Inc | 1.1 | |
| Home Depot Inc | 1.0 | |
| Novartis AG | 1.0 | |
| Emerson Electric Co | 0.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 49.4 |
| (b) Individuals (high net worth individuals) | 73 | 157.6 |
| (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 | 2 | 1.8 |
| (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 | 520 | 208.7 |
| By Discretionary | ||
| Discretionary | 520 | 208.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 208.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.7 | |
| Total | 520 | 208.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002129795] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 6038090 |
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|---|---|---|
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