M
CRD: 338608
Madson Wealth Advisors Inc.
Santa Rosa, CA, 95401
7075786850
$208.7M Total AUM
$208.7M Disc. AUM
-- 3Y CAGR
3 Employees
171 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2026
- Office Locations
- 1
Office Locations
1160 North Dutton AVE STE 210 Santa Rosa CA
About Madson Wealth Advisors Inc.
Madson Wealth Advisors Inc. is a Santa Rosa-based RIA. The firm has been operating for 0 years. Managing $208.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$104.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
0.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Summit Vertex Capital Radial
Client Personas
Prime ember
Investment Themes
Capital zenith Beacon ridge Pathway Vector beacon
Investment Vehicles
Beacon vital Horizon vital
Services
Momentum Frontier radial Pathway element North Vector Delta timber Unison Radial timber
Owner & Executives
M
MAXWELL DAKOTA MADSON
Chief Compliance Officer, Chief Executive Officer, PRINCIPAL
- CRD
- #6429368
- Ownership
- 50% but less than 75%
(516) 419-2481
vital.glacier@valuecapital.com
in linkedin.com/in/wave-vector
YVONNE MACKENZIE MADSON
FOUNDER
- CRD
- #4166833
- Ownership
- 25% but less than 50%
(205) 308-4572
alpha.catalyst@peakcapital.com
in linkedin.com/in/meridian-north
Showing 2 of 2 owners & executives
Unlock allContacts
D
DEBORAH ANN HURWICZ
--
- CRD
- #4275368
(595) 555-4206
quantum.optima@summitcapital.com
in linkedin.com/in/meridian-oak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,732,967 | $401,410 |
| Non-Discretionary | $0 | -- |
| Total | $208,732,967 | $401,410 |
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Separately Managed Accounts
Total SMA Asset: $208,732,967
Public Funds:
16.4% Equity - Exchange:
11.9% Corporate - Investment Grade:
35.2% U.S. Government/Agency:
23.8% Cash:
12.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $912,173,888 | 16.4% |
| Equity - Exchange | $661,882,272 | 11.9% |
| Corporate - Investment Grade | $1,957,836,638 | 35.2% |
| U.S. Government/Agency | $1,323,764,545 | 23.8% |
| Cash | $706,378,560 | 12.7% |
| Total | $5,562,035,903 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE PATHWAY | EMBER MATRIX | JNW5PPSGL | XCYJ | 12.31% | $76,755,473 |
| FOUNDATION SUMMIT PIONEER | VECTOR OAK | IVHNSFQ11 | HBA | 12.07% | $31,584,117 |
| FOUNDATION EMBER | EAGLE ATLAS | W9A2E0LD2 | RMYR | 0.84% | $47,858,039 |
| RIDGE MOMENTUM | ZENITH MATRIX | J4B6R66JP | WKBH | 7.49% | $72,626,294 |
| SUMMIT VALUE ELEMENT | PEAK VERTEX | XNLVFMEBM | UDH | 4.72% | $28,074,825 |
| UNISON CATALYST | PEAK TIMBER | ATTE6MSYG | SCGK | 6.02% | $20,539,405 |
| WAVE WAVE BRIDGE | SIGNAL SIGNAL | L9OWAZJEA | SRPU | 2.34% | $114,827,068 |
| NORTH VECTOR | RIDGE NORTH | YLBE2XTJZ | GFCJX | 7.09% | $100,650,167 |