Madrona Wealth Management LLC

Overview

Madrona Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, serving a client base made up primarily of individuals and families. Its fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee billing, and it operates predominantly on a non-discretionary basis. Madrona does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives