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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 1, 2025 and July 13, 2026, reported AUM increased 66.5%, from $127.3M to $212.1M.
Of the latest reported AUM, 97.7% is discretionary and 2.3% is non-discretionary.
The firm reports 4 advisory representatives and 139 clients, or 34.8 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 3 reported office locations and 1 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Madrid Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Madrid Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Madrid Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.