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Founder · Madson Wealth Advisors Inc.

Yvonne M. Madson

CRD 4166833 · 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 Yvonne M. Madson on its Form ADV as Founder, a control person.

Firms and roles

AtlasMembers

Yvonne’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Maxwell D. MadsonChief Executive Officer, Chief Compliance Officer & Principal, Madson Wealth Advisors Inc.

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