MADSON WEALTH ADVISORS INC.
Firm details
- Headquarters
- SANTA ROSA, California
- CRD number
- 338608
- Registered since
- January 21, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.51%
- Individuals23.65%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Madson Wealth Advisors Inc. is an independent, privately owned registered investment adviser organized as a corporation and reported as SEC-registered in 2026. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and discretionary portfolio management across individuals, small businesses, and larger business or institutional accounts. Compensation models include percentage-of-AUM fees alongside hourly and flat-fee arrangements. Madson does not report itself as an ESG-focused investor, nor does it identify as a multistate or related adviser; it is not listed as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds73%
- Exchange Traded Equities16%
- Investment Grade Corp Bonds6%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Contacts
3 of 3DEBORAH HURWICZ
Wealth AdvisorCRD 4275368
YVONNE MADSON
Wealth AdvisorCRD 4166833
MAXWELL MADSON
Wealth AdvisorCRD 6429368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$98.3M in ETFs
88%
$86.1M
3%
$12.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND (VIGI) | Vanguard | Passive | Foreign Large Growth | $8.5M | 96,543 | 8.68% |
Location
SANTA ROSA, CA
SONOMA
Location
SANTA ROSA, CA
Headquartered in SANTA ROSA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SONOMA
- Address
- 1160 N Dutton Ave
- Time zone
- PT (UTC-8)
- Office locations
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