Madrona Financial & Cpas
Firm details
- Headquarters
- Everett, Washington
- CRD number
- 115753
- Registered since
- January 3, 2005
- Website
- www.madronafinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI73.12%
- Individuals24.53%
- Charitable Organizations2.32%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Madrona Financial & Cpas is an independent, SEC‑registered RIA organized as an LLC and operating since 2005. The firm acts as a capital allocator for individual and family clients, combining fee‑based advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and investor education through seminars and workshops. Fee arrangements are a mix of percentage of AUM, fixed fees and commissions. Madrona is not positioned as an ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities15%
- Other15%
Contacts
3 of 10
Robert Bauer
FounderCRD 4468723
Joel Maher
Investment Advisor RepresentativeCRD 6592028
Brian Evans
OwnerCRD 4004458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$464M in ETFs
76%
$350M
23%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $53.1M | 81,322 | 11.46% |
Location
Everett, WA
Snohomish
Location
Everett, WA
Headquartered in Everett, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Snohomish
- Address
- 2911 Bond St
- Time zone
- PT (UTC-8)
- Office locations
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