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MADRID WEALTH MANAGEMENT

ALBUQUERQUE, NM · CRD 333331 · IAPD ↗ · madridwm.com · 505-633-5332

$212.1MRegulatory AUM
4Advisory reps
4Employees
11Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — MADRID WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
February 2026 — MADRID WEALTH MANAGEMENT reported RAUM up 67% ($127.3M -> $212.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
December 2025 — MADRID WEALTH MANAGEMENT changed its website from madridwealthandtax.com to madridwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
44
December 2025 — MADRID WEALTH MANAGEMENT notice-filed in AZ, CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — MADRID WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
December 2025 — MADRID WEALTH MANAGEMENT grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
March 2025 — MADRID WEALTH MANAGEMENT (ALBUQUERQUE, NM) is newly SEC-registered with $127.3M 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.