MADRID WEALTH MANAGEMENT, LLC

MADRID WEALTH MANAGEMENT, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 333331). Regulatory assets under management: $212.1M.

Registration

• CRD: 333331
• SEC file number: 801-131961
• Type: Registered investment adviser
• Location: 9400 HOLLY AVE NE, BLDG 4, ALBUQUERQUE, NM, 87122
• Phone: 505-633-5332
• Latest filing: 2026-07-13
• Regulatory AUM: $212.1M
• Discretionary AUM: $207.1M
• Non-discretionary AUM: $4.9M
• Clients: 4
• Accounts: 428

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333331 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search