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MADRID WEALTH MANAGEMENT
Legal name: MADRID WEALTH MANAGEMENT, LLC
CRD 333331File 801-131961
APPROVED
Retail clients
Filing as of Jul 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$212.1M
Below cohort median (national)
Discretionary AUM
$207.1M
Non-discretionary $4.9M
Clients
128
428 accounts
Employees
4
Below cohort median in NM
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 7, 2025
- Principal office
- 9400 HOLLY AVE NE, BLDG 4, ALBUQUERQUE, NM, 87122
- Phone
- 505-633-5332
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $212.1M
- Discretionary AUM
- $207.1M
- Non-discretionary AUM
- $4.9M
- Discretionary accounts
- 417
- Non-discretionary accounts
- 11
- Total accounts
- 428
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $183.7M |
| Individuals (other than high net worth individuals) | 73 | $28.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- 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 |
|---|---|---|---|
| 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.