# MADSON WEALTH ADVISORS INC.

MADSON WEALTH ADVISORS INC. of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 338608
- Type: SEC-registered investment adviser
- SEC file number: 801-135220
- Location: 1160 NORTH DUTTON AVE, STE 210, SANTA ROSA, CA, 95401
- Phone: 707-578-6850
- Latest filing: 2026-04-28
- Regulatory AUM: $208.7M
- Discretionary AUM: $208.7M
- Clients: 3
- Accounts: 520

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Maxwell Dakota Madson | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER & PRINCIPAL | — |
| Yvonne Mackenzie Madson | FOUNDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338608/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338608/similar
- Related entities: https://search.stillhousedata.com/firm/338608/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338608

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.