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MADRONA FINANCIAL & CPAS

EVERETT, WA · CRD 115753 · IAPD ↗ · 425-212-3777

$691.8MRegulatory AUM
12Advisory reps
18Employees
80Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — MADRONA FINANCIAL & CPAS notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — MADRONA FINANCIAL & CPAS reported RAUM up 37% ($505.7M -> $691.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — MADRONA FINANCIAL & CPAS crossed $500M in regulatory AUM ($393.0M -> $505.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — MADRONA FINANCIAL & CPAS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — MADRONA FINANCIAL SERVICES, LLC is now doing business as MADRONA FINANCIAL & CPAS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
April 2024 — MADRONA FINANCIAL & CPAS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — MADRONA FINANCIAL & CPAS reported RAUM up 46% ($268.8M -> $393.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — MADRONA FINANCIAL & CPAS grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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