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Chief Executive Officer, Chief Compliance Officer & Principal · Madson Wealth Advisors Inc.

Maxwell D. Madson

CRD 6429368 · Named on Form ADV at one SEC-registered adviser

At a glance

Madson Wealth Advisors Inc., an SEC-registered wealth manager based in Santa Rosa, CA with $209 million in regulatory assets, lists Maxwell D. Madson on its Form ADV as Chief Executive Officer, Chief Compliance Officer & Principal, a control person.

Firms and roles

  • Madson Wealth Advisors Inc.Chief Executive Officer, Chief Compliance Officer & PrincipalWealth manager · Santa Rosa, CA · $209M in regulatory assets

AtlasMembers

Maxwell’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maxwell’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.