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MADISON PARTNERS
Legal name: MADISON WEALTH PARTNERS, INC.
CRD 305824File 801-118168
APPROVED
Retail clients
Custody
Filing as of Jul 8, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.