MADISON WEALTH ADVISORS, LLC
MADISON WEALTH ADVISORS, LLC of LEE'S SUMMIT, MO is an SEC-registered investment adviser (CRD 117904). Regulatory assets under management: $222.5M.
Registration
- CRD: 117904
- SEC file number: 801-118638
- Type: Registered investment adviser
- Location: 400 SW LONGVIEW BLVD., SUITE 220, LEE'S SUMMIT, MO, 64081
- Phone: 816-683-4600
- Latest filing: 2023-06-07
- Regulatory AUM: $222.5M
- Discretionary AUM: $222.5M
- Clients: 4
- Accounts: 321
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Smith Ryan | OWNER | Portland, OR |
| CLARK LAURA FRANCIS | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |
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