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, owner-operated registered investment adviser organized as a corporation. The firm provides financial planning and discretionary portfolio management to individuals, small businesses and institutional clients. Its fee schedules include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Madson does not position itself as a capital allocator and is not flagged as an active ESG investor. The firm is SEC-registered (2026) and reports serving a mixed client base of individual/family and institutional relationships.
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 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 59Active vs passive
$114M in ETFs
84%
$96M
7%
$18.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $9.3M | 39,095 | 8.11% |
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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