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MADER & SHANNON WEALTH MANAGEMENT
Legal name: MADER & SHANNON WEALTH MANAGEMENT, INC.
CRD 123741File 801-67482
APPROVED
Retail clients
Filing as of Aug 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$269.4M
Below cohort median (national)
Discretionary AUM
$269.4M
Clients
375
863 accounts
Employees
10
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 12, 2007
- Principal office
- 4717 GRAND AVE., STE 800, KANSAS CITY, MO, 64112
- Phone
- 816-751-0585
- Website
- HTTP://WWW.MADERSHANNON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269.4M
- Discretionary AUM
- $269.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 863
- Non-discretionary accounts
- 0
- Total accounts
- 863
- AUM per client
- $719K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $2.9M |
| Charitable organizations | Fewer than 5 | $1.1M |
| Other investment advisers | 12 | $7.5M |
| High net worth individuals | 84 | $180.0M |
| Pension and profit sharing plans | 16 | $16.2M |
| Individuals (other than high net worth individuals) | 255 | $61.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 390 | 375 | decreased by15 |
| Mar 1, 2026 | AUM | $221,292,619 | $269,447,301 | increased by$48,154,682 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 394 | 390 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $235,566,946 | $221,292,619 | decreased by$14,274,327 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 394 | 863 | increased by469 |
| Apr 1, 2022 | Clients | 371 | 394 | increased by23 |
| Apr 1, 2022 | AUM | $203,223,541 | $235,566,946 | increased by$32,343,405 |
| Apr 1, 2022 | Accounts | 385 | 394 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MADER SHANNON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADER SHANNON” may also match similarly-named firms). Confirm identity against each filing.
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.