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MADRONA FINANCIAL & CPAS
Legal name: MADRONA FINANCIAL SERVICES, LLC
CRD 115753File 801-63693
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$691.8M
Above cohort median (national)
Discretionary AUM
$691.8M
Clients
689
1,813 accounts
Employees
18
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 3, 2005
- Principal office
- 2911 BOND STREET, SUITE 200, EVERETT, WA, 98201
- Phone
- 425-212-3777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $691.8M
- Discretionary AUM
- $691.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,813
- Non-discretionary accounts
- 0
- Total accounts
- 1,813
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $187K |
| Charitable organizations | Fewer than 5 | $16.1M |
| High net worth individuals | 281 | $505.8M |
| Individuals (other than high net worth individuals) | 408 | $169.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.