Madrid Wealth Management
SEC RegisteredNavigate Complexity with Confidence
About the firm
Madrid Wealth Management provides comprehensive solutions, integrating financial planning, investment management, tax planning and preparation. As a fee-only fiduciary firm, they are committed to acting solely in clients' best interest, delivering objective advice and customized solutions at every stage of the financial journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, tax advisory and preparation, fiduciary and investment consulting, trust and estate planning, and corporate retirement plan services.
Who they serve
Successful individuals, families, and institutions including pre-retirees and retirees, executives, families, high-net-worth individuals, Native American tribes, business owners, working professionals, and corporate retirement plan sponsors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $28M |
| High Net Worth Individuals | 55 | $184M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
11 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,500,000 | 1.00% |
| $2,500,001 - $5,000,000 | 0.80% |
| $5,000,000 - $10,000,000 | 0.60% |
| $10,000,000 and Above | 0.40% |
Data as of January 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Madrid Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched