Madison Wealth Partners is an investment advisor in Madison with $461.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
845012397
SEC advisor number
801-118168
FINRA CRD number
305824
AUM ?
$461.55 mm
(as of 20 Apr 23)
Accounts
3,006
(as of 20 Apr 23)
Employees
10
(6 investment advisory or research)
Office hours
Monday - Friday, 8:00AM TO 4:30PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Kieler, Shane, Daniel | Co-chief Executive Officer | 02/2020 | 50-75% |
McFarland, Mark, Peter | Co-chief Executive Officer and Chief Compliance Officer | 02/2020 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22