← Tributary

MADISON WEALTH MANAGEMENT

CINCINNATI, OH · CRD 111728 · IAPD ↗ · 513-871-4555

$1.12BRegulatory AUM
12Advisory reps
29Employees
0Clients
More than 500Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2024 — MADISON WEALTH MANAGEMENT (CINCINNATI, OH) left the SEC roster (was $1.12B RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.