MADSON WEALTH ADVISORS INC. of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 338608). Regulatory assets under management: $208.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Maxwell Dakota Madson | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & PRINCIPAL | — |
| Yvonne Mackenzie Madson | FOUNDER | — |