RIA Intel›Advisers›Oregon›MADRONA WEALTH MANAGEMENT LLC

MADRONA WEALTH MANAGEMENT LLC

Advisory

OR

Data as of Jan 12, 2026 · Source: SEC Form ADV

Rank in OR
#265
of 305 advisers by AUM
Average account
$242K
across 292 accounts
AUM per adviser
$71M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$71M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$71M
Discretionary AUM$0
Non-Discretionary AUM$71M
Discretionary %0%
Total Clients68
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMN, OR, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

DOBSON, CHARLES CASE
PORTLAND, OR
$71M
-40.1% 1Y
WILLAMETTE VALLEY WEALTH MANAGEMENT, LLC
SALEM, OR
$70M
PILOT WEALTH MANAGEMENT, INC.
$71M
DOBSON ASSET MANAGEMENT LLC
PORTLAND, OR
$72M
HANDY & COMPANY FINANCIAL ADVISORS, INC.
LAKE OSWEGO, OR
$69M
KETURI INVESTMENT MANAGEMENT, LLC
LAKE OSWEGO, OR
$69M

Get the full picture on MADRONA WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MADRONA WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans