MADER & SHANNON WEALTH MANAGEMENT

Legal name: MADER & SHANNON WEALTH MANAGEMENT, INC.

CRD 123741File 801-67482

APPROVED

Retail clients

Filing as of Feb 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$269.4M

Below cohort median (national)

Discretionary AUM

$269.4M

Clients

375

863 accounts

Employees

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.Twitter.com/MaderShannon

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, 5G

Compensation

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 11

This 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.