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. The firm is SEC-registered (registration year 2026) and serves both individual and family clients as well as institutional clients. Its advisory services focus on financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not described as a capital allocator.
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 Funds73%
- Exchange Traded Equities16%
- Investment Grade Corp Bonds6%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Deborah 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 52Active vs passive
$111M in ETFs
83%
$92.3M
9%
$18.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $9.8M | 97,013 | 8.80% |
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
Similar firms
Sonoma Allocations
RIASanta Rosa, CA
Enspire Wealth Management, LLC
RIASanta Rosa, CA
Swad Wealth Management LLC
RIASanta Rosa, CA
Core Wealth Partners LLC
RIASanta Rosa, CA
Ridgeview Financial Planning
RIASanta Rosa, CA
JDH Wealth Management, LLC
RIASanta Rosa, CA