Madson Wealth Advisors INC.: new SEC registration, $209M AUM, Santa Rosa, CA
Madson Wealth Advisors INC. (Santa Rosa, California): new SEC registration, $209M AUM, Santa Rosa, CA. Its amount of 209 is above the median of 134 (68th percentile). Dated 287 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 209 · 68th percentile of 1,149 NewRiaPulse records · 1.6x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Madson Wealth Advisors INC. |
| Legal name | Madson Wealth Advisors INC. |
| CRD | 338608 |
| Status | Approved |
| Registered with the SEC | 2026-01-21 |
| Latest Form ADV filing | 2026-04-28 |
| Location | Santa Rosa, CA, United States |
| Regulatory AUM | $208,732,967 |
| Accounts | 520 |
| Employees | 3 |
| Website | HTTPS://WWW.MADSONWEALTH.COM |
| amount percentile | 68th of 1,149 (median 134, 1.6x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-21
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Madson Wealth Advisors INC. and 148 California peers
- California NewRiaPulse records like this one: 148
- Madson Wealth Advisors INC.'s amount: 68th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $209M under management.
- Website on file.
What is the NewRiaPulse record for Madson Wealth Advisors INC. in Santa Rosa, California?
Madson Wealth Advisors INC. received SEC registration as an investment adviser (2026-01-21) with $208,732,967 in regulatory assets under management, based in Santa Rosa, CA.
How does Madson Wealth Advisors INC. compare to other California NewRiaPulse records?
Its amount of 209 sits in the upper half (68th percentile) of 1,149 records; the median is 134. It is 287 days old; check the official source for later updates before acting.
Madson Wealth Advisors INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Madson Wealth Advisors INC. | Santa Rosa, CA | 209 | 68th | 2026-01-21 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.