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MADSON WEALTH ADVISORS INC.

SANTA ROSA, CA · CRD 338608 · IAPD ↗ · madsonwealth.com · 707-578-6850

$208.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2026 — MADSON WEALTH ADVISORS INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
May 2026 — MADSON WEALTH ADVISORS INC. now reports custody of client assets ($4.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
February 2026 — MADSON WEALTH ADVISORS INC. (SANTA ROSA, CA) is newly SEC-registered (provisional 120-day approval) with $0 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.