CRD: 306838
Franklin Madison Private Wealth
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Alpha matrixZenith +more
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
About Franklin Madison Private Wealth
Franklin Madison Private Wealth is a Pittsburgh, PA fee-only fiduciary RIA providing end-to-end financial planning, tax planning, and investment management through its Premier Wealth Blueprint framework. The firm serves time-constrained households with complex needs such as equity compensation, retirement planning, and windfalls, and can coordinate estate and insurance support. Planning is billed as a flat monthly fee, with optional portfolio management.
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Owner & Executives
Petru Donisanu
Chief Investment Officer, President
- CRD
- #7206341
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,341,426 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,341,426 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,341,426
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $5,908,335,560 | 100.0% |
| Total | $5,908,335,560 | 100.0% |