MADRID WEALTH MANAGEMENT

RIASEC RegisteredEst. 2025
Total AUM
$212M
Discretionary
$207M
98% of AUM
Avg account
$495K
Accounts
428
Employees
4
Advisory reps
4

Firm details

Headquarters
ALBUQUERQUE, New Mexico
CRD number
333331
Registered since
February 7, 2025
Website
www.madridwm.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI86.62%
  • Individuals13.38%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Madrid Wealth Management is an independent advisory firm organized as an LLC that focuses on individual and family clients. The firm is SEC-registered (2025) and owned by an individual principal. Its billing includes asset-based fees alongside hourly and fixed-fee arrangements. Core services include comprehensive financial planning, portfolio management for individuals and small businesses, institutional/business portfolio management, pension consulting, and client education through seminars and workshops. The firm identifies as an active ESG investor and integrates environmental, social, and governance considerations into its investment approach. Madrid Wealth Management does not operate as a capital allocator and lists an accounting professional among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Cash & Cash Equivalents 9%, Exchange Traded Equities 8%, US Government Bonds 5%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%75%
  • Public Funds/Mutual Funds75%
  • Cash & Cash Equivalents9%
  • Exchange Traded Equities8%
  • US Government Bonds5%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • REESE HINTON

    Chief Investment OfficerCRD 6701500

  • PAUL MADRID

    CEO & Wealth AdvisorCRD 5311000

Contacts

2 of 2

  • Ross Nettles

    Senior Wealth AdvisorCRD 6603743

  • Bernadine Sanchez

    Senior Client Service AssociateCRD 6723736

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$128M in ETFs

Passive

45%

$58.1M

Active

53%

$70.2M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US EQUITY ETF (AVUS)AvantisActiveLarge Blend$13.6M122,61310.62%
Unlock additional holdings →

Location

Primary office

ALBUQUERQUE, NM

BERNALILLO

Location

ALBUQUERQUE, NM

Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
BERNALILLO
Address
9400 Holly Ave NE
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth