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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-21-2024
- Office Locations
- 3
Office Locations
About Madrid Wealth Management
Madrid Wealth Management is a fiduciary wealth management firm providing portfolio construction and risk management, independent investment consulting, financial and retirement planning, and tax strategy. The team works with a range of investor profiles including Native American tribes, entrepreneurs/executives, pre-retirees/retirees, and high-net-worth households. Notably, clients can work with a CFA professional, with resources and access that include a Schwab login and a client portal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Jessica Marie Madrid
--
- CRD
- --
- Ownership
- 25% but less than 50%
PAUL LUIS MADRID
Chief Compliance Officer, Chief Executive Officer, Managing Partner, Wealth Advisor
- CRD
- #5311000
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Ross Nettles
Senior Wealth Advisor
- CRD
- #6603743
Bernadine Marie Sanchez
Senior Client Service Associate
- CRD
- #6723736
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,110,201 | $496,667 |
| Non-Discretionary | $4,940,682 | $449,153 |
| Total | $212,050,883 | $495,446 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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