This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2014
- Office Locations
- 1
Office Locations
About Madrona Wealth Management LLC
Madrona Wealth Management LLC delivers highly customized private client services for a select group of families seeking a single point of contact for their financial needs. The firm emphasizes transparent, conflict-free advice and multi-generational relationships (roots to 2002). Portfolios center on asset allocation using public funds (mutual funds/ETFs) and fixed income, alongside planning that may include insurance. Primary custodian: Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRETT MICHAEL SHERMAN
Chief Compliance Officer, Principal
- CRD
- #1875356
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $70,572,271 | -- |
| Total | $70,572,271 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing