← Directory
MADISON PARTNERS
Legal name: MADISON WEALTH PARTNERS, INC.
CRD 305824File 801-118168
APPROVED
Retail clients
Custody
Filing as of Sep 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.30B
Above cohort median (national)
Discretionary AUM
$1.28B
Non-discretionary $27.2M
Clients
2,077
6,213 accounts
Employees
17
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 4, 2020
- Principal office
- 1502 W BROADWAY, SUITE 301, MADISON, WI, 53713
- Phone
- 608-210-1021
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.30B
- Discretionary AUM
- $1.28B
- Non-discretionary AUM
- $27.2M
- Discretionary accounts
- 6,190
- Non-discretionary accounts
- 23
- Total accounts
- 6,213
- AUM per client
- $627K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $495K |
| High net worth individuals | 367 | $807.0M |
| Pension and profit sharing plans | 35 | $46.4M |
| Individuals (other than high net worth individuals) | 1,675 | $449.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 16 | 17 | increased by1 |
| Jan 1, 2026 | Clients | 1,899 | 2,077 | increased by178 |
| Jan 1, 2026 | AUM | $1,094,186,882 | $1,303,110,029 | increased by$208,923,147 |
| Jan 1, 2026 | Accounts | 5,779 | 6,213 | increased by434 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 16 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 917 | 1,899 | increased by982 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $432,911,122 | $1,094,186,882 | increased by$661,275,760 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,419 | 5,779 | increased by3,360 |
| Jan 1, 2022 | Employees | 7 | 11 | increased by4 |
| Jan 1, 2022 | Clients | 471 | 917 | increased by446 |
| Jan 1, 2022 | AUM | $235,040,557 | $432,911,122 | increased by$197,870,565 |
| Jan 1, 2022 | Accounts | 1,357 | 2,419 | increased by1,062 |
| 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 “MADISON PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MADISON PARTNERS” 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.