Hedge Fund Database

MADISON PARTNERS

MADISON WEALTH PARTNERS, INC. Legal Name

Adviser information for MADISON PARTNERS last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End SEPTEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,628 $543.0M
Non-Discretionary 7 $16.0M
Total 3,635 $559.0M

Clients

Type Number RAUM
Individuals 1,061 $168.3M
HNW Individuals 207 $374.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 7 $16.0M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUM

Identifiers

SEC RIA File Number 801-118168
SEC ERA File Number 801-118168
SEC CIK Numbers 1844424
SEC CRD Numbers 305824
Legal Entity Identifier None

Principal Office

1502 W BROADWAY
SUITE 301
MADISON
WI
United States
Monday - Friday, 8:00AM TO 4:30PM
Tel: 608-210-1021, Fax: None

Websites

www.themadisonpartners.com www.facebook.com/themadisonpartners/ www.linkedin.com/company/38098317/admin/

Chief Compliance Officer

MARK P. MCFARLAND
CO-CHIEF EXECUTIVE OFFICER
109 SOUTH STREET
WAUNAKEE
WI
United States
Tel: 608-850-3400
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
Kieler, Shane, Daniel Individual – CO-CHIEF EXECUTIVE OFFICER 02/2020 50-75%
McFarland, Mark, Peter Individual – CO-CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER 02/2020 50-75%

No. Employees, Historic

201002020202120222023202420251 on 2/3/20202 on 3/6/20202 on 3/6/20205 on 5/18/20205 on 7/23/20205 on 10/5/20205 on 11/5/20207 on 12/23/20207 on 8/11/202111 on 12/13/202111 on 3/31/202211 on 8/24/202210 on 12/6/202210 on 12/21/202210 on 1/4/202310 on 1/4/202310 on 4/13/202310 on 4/20/202312 on 1/2/202412 on 1/8/202412 on 1/31/202412 on 3/7/2024

RAUM, Historic

600M300M02020202120222023202420250 on 2/3/20200 on 3/6/20200 on 3/6/2020162256488 on 5/18/2020162256488 on 7/23/2020162256488 on 10/5/2020162256488 on 11/5/2020235040557 on 12/23/2020235040557 on 8/11/2021432911122 on 12/13/2021432911122 on 3/31/2022432911122 on 8/24/2022461551362 on 12/6/2022461551362 on 12/21/2022461551362 on 1/4/2023461551362 on 1/4/2023461551362 on 4/13/2023461551362 on 4/20/2023559017001 on 1/2/2024559017001 on 1/8/2024559017001 on 1/31/2024559017001 on 3/7/2024

No. Clients, Historic

2,0001,00002020202120222023202420250 on 2/3/20200 on 3/6/20200 on 3/6/2020275 on 5/18/2020275 on 7/23/2020275 on 10/5/2020275 on 11/5/2020471 on 12/23/2020471 on 8/11/2021917 on 12/13/2021917 on 3/31/2022917 on 8/24/20221082 on 12/6/20221082 on 12/21/20221082 on 1/4/20231082 on 1/4/20231082 on 4/13/20231082 on 4/20/20231275 on 1/2/20241275 on 1/8/20241275 on 1/31/20241275 on 3/7/2024

Holdings

From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 272K 490 –
ALLIANT ENERGY CORP COM 745K 15K –
ALPHABET INC CAP STK CL C 318K 2K –
ALPHABET INC CAP STK CL A 2M 12K –
AMAZON COM INC COM 3M 17K –
APPLE INC COM 7M 35K –
APPLIED MATLS INC COM 419K 2K –
AT&T INC COM 400K 21K –
BANK AMERICA CORP COM 836K 21K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
BROADCOM INC COM 221K 138 –
CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 637K 29K –
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME 944K 35K –
CARRIER GLOBAL CORPORATION COM 241K 4K –
CATERPILLAR INC COM 296K 888 –
CHEVRON CORP NEW COM 401K 3K –
CISCO SYS INC COM 327K 7K –
CITIGROUP INC COM NEW 323K 5K –
COSTCO WHSL CORP NEW COM 854K 1K –
CROWDSTRIKE HLDGS INC CL A 306K 799 –
CUMMINS INC COM 226K 818 –
DANAHER CORPORATION COM 1M 5K –
DEERE & CO COM 549K 1K –
DELTA AIR LINES INC DEL COM NEW 274K 6K –
EA SERIES TRUST ALPHA ARCH 1-3 708K 7K –
ELI LILLY & CO COM 552K 610 –
EXXON MOBIL CORP COM 488K 4K –
FIDELITY COMWLTH TR NASDAQ COMPSIT 17M 242K –
FIDELITY COVINGTON TRUST MSCI INFO TECH I 250K 1K –
FIDELITY COVINGTON TRUST ENHANCED INTL 294K 10K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 4M 99K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 236K 4K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 342K 2K –
FORD MTR CO DEL COM 333K 27K –
GLOBAL X FDS S&P 500 COVERED 1M 26K –
HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 499K 13K –
HOME DEPOT INC COM 432K 1K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 1M 34K –
INNOVATOR ETFS TRUST US EQT PWR BUF 252K 7K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 217K 6K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 238K 6K –
INVESCO EXCH TRADED FD TR II PFD ETF 1M 101K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 1M 6K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 5M 33K –
INVESCO QQQ TR UNIT SER 1 7M 15K –
ISHARES INC CORE MSCI EMKT 965K 18K –
ISHARES TR CORE DIV GRWTH 46M 803K –
ISHARES TR CORE S&P US GWT 44M 342K –
ISHARES TR CORE S&P US VLU 20M 224K –
ISHARES TR CORE S&P500 ETF 16M 29K –
ISHARES TR CORE S&P MCP ETF 11M 183K –
ISHARES TR EXPANDED TECH 560K 6K –
ISHARES TR S&P 100 ETF 1M 4K –
ISHARES TR CORE MSCI TOTAL 6M 95K –
ISHARES TR CORE S&P SCP ETF 6M 52K –
ISHARES TR CORE US AGGBD ET 1M 11K –
ISHARES TR CORE HIGH DV ETF 428K 4K –
ISHARES TR IBOXX HI YD ETF 291K 4K –
ISHARES TR RUS 1000 ETF 310K 1K –
ISHARES TR RUSSELL 2000 ETF 439K 2K –
ISHARES TR MSCI EAFE ETF 234K 3K –
ISHARES TR NATIONAL MUN ETF 3M 26K –
ISHARES TR CORE S&P TTL STK 934K 8K –
ISHARES TR S&P 500 GRWT ETF 670K 7K –
ISHARES TR CORE MSCI EAFE 3M 40K –
ISHARES TR MORNINGSTAR GRWT 4M 45K –
ISHARES TR MORNINGSTAR VALU 3M 37K –
ISHARES TR SHRT NAT MUN ETF 545K 5K –
ISHARES TR MRGSTR MD CP GRW 624K 9K –
ISHARES TR MRGSTR MD CP VAL 590K 8K –
ISHARES TR MRGSTR SM CP GR 356K 8K –
ISHARES TR MRNING SM CP ETF 324K 6K –
ISHARES TR RUS 1000 VAL ETF 307K 2K –
ISHARES TR RUS MD CP GR ETF 319K 3K –
ISHARES TR RUS MDCP VAL ETF 220K 2K –
ISHARES TR RUS 1000 GRW ETF 423K 1K –
ISHARES TR EAFE GRWTH ETF 281K 3K –
ISHARES TR CORE TOTAL USD 207K 5K –
ISHARES TR MSCI ACWI EX US 283K 5K –
ISHARES TR 10+ YR INVST GRD 238K 5K –
ISHARES U S ETF TR GSCI CMDTY STGY 406K 15K –
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 218K 4K –
J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 212K 4K –
JOHNSON & JOHNSON COM 362K 2K –
JPMORGAN CHASE & CO. COM 2M 8K –
LIGHTWAVE LOGIC INC COM 46K 15K –
LOWES COS INC COM 226K 1K –
MARATHON PETE CORP COM 240K 1K –
MCDONALDS CORP COM 269K 1K –
META PLATFORMS INC CL A 698K 1K –
MGE ENERGY INC COM 2M 31K –
MICROSOFT CORP COM 7M 17K –
NEOS ETF TRUST NEOS ENH INC 1-3 2M 37K –
NETFLIX INC COM 251K 372 –
NIKE INC CL B 238K 3K –
NVIDIA CORPORATION COM 1M 12K –
ORACLE CORP COM 439K 3K –
PEPSICO INC COM 307K 2K –
PIMCO CORPORATE & INCOME OPP COM 591K 41K –
PIMCO ETF TR INTER MUN BD ACT 764K 15K –
PIMCO ETF TR 0-5 HIGH YIELD 300K 3K –
PIMCO ETF TR SHTRM MUN BD ACT 385K 8K –
PIMCO HIGH INCOME FD COM SHS 111K 23K –
PROCTER AND GAMBLE CO COM 329K 2K –
SCHWAB STRATEGIC TR US BRD MKT ETF 8M 127K –
SCHWAB STRATEGIC TR US LCAP GR ETF 2M 16K –
SCHWAB STRATEGIC TR INTL EQTY ETF 861K 22K –
SCHWAB STRATEGIC TR US MID-CAP ETF 938K 12K –
SCHWAB STRATEGIC TR US SML CAP ETF 753K 16K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 904K 12K –
SPDR S&P 500 ETF TR TR UNIT 4M 8K –
SPDR SER TR S&P REGL BKG 322K 7K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 718K 17K –
TESLA INC COM 1M 5K –
TRACTOR SUPPLY CO COM 257K 950 –
VANGUARD INDEX FDS GROWTH ETF 3M 8K –
VANGUARD INDEX FDS MID CAP ETF 254K 1K –
VANGUARD INDEX FDS SMALL CP ETF 302K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 888K 2K –
VANGUARD INDEX FDS VALUE ETF 361K 2K –
VANGUARD INDEX FDS LARGE CAP ETF 769K 3K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 527K 9K –
VANGUARD MUN BD FDS TAX EXEMPT BD 664K 13K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 8K –
VANGUARD WORLD FD INF TECH ETF 1M 2K –
VICTORY PORTFOLIOS II CORE INTRMEDIATE 2M 80K –
VISA INC COM CL A 749K 3K –