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MADRID RETIREMENT ADVISORS

MANHATTAN BEACH, CA · CRD 172464 · IAPD ↗ · madridretirementadvisors.com · 714-465-2537

$184.2MRegulatory AUM
2Advisory reps
2Employees
490Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — MADRID RETIREMENT ADVISORS (MANHATTAN BEACH, CA) is newly SEC-registered with $184.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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