Madrona Financial & Cpas

RIASEC RegisteredEst. 2005

Total AUM

$692M

Discretionary

$692M

100% of AUM

Avg account

$382K

Accounts

1,813

Employees

Advisory reps

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

FINTRX

Overview

Madrona Financial & Cpas is an independent registered investment adviser organized as an LLC and operating since 2005. Ownership is individual, and the firm serves primarily individual and family clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. The firm also operates as an insurance broker and generates fees through a mix of percentage-of-AUM billing, fixed fees, and commission-based revenue. Madrona is identified as a capital allocator, meaning it places client capital with third-party managers in addition to managing public market exposures directly. It does not market itself as an ESG-focused adviser and is not listed as a multi-state adviser.