MADISON FINANCIAL ADVISORS, LTD
Legal name: MADISON WEALTH MANAGEMENT
CRD #111728 SEC #801-60390 CINCINNATI, OH 513-871-4555
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
29
Clients
--
Accounts
2,495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Oct 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Aug 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Jun 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| May 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Mar 2023 | $1.1B | $1.1B | $0 | 29 | 0 |
| Jan 2023 | $1.3B | $1.3B | $0 | 29 | 0 |
| Dec 2022 | $1.3B | $1.3B | $0 | 29 | 0 |
| Nov 2022 | $1.3B | $1.3B | $0 | 29 | 0 |
| Aug 2022 | $1.3B | $1.3B | $0 | 29 | 0 |
| Aug 2022 | $1.3B | $1.3B | $0 | 29 | 0 |
| Apr 2022 | $1.3B | $1.3B | $0 | 29 | 0 |
| Mar 2022 | $1.3B | $1.3B | $0 | 29 | 0 |
| Mar 2022 | $1B | $1B | $0 | 27 | 0 |
| Jul 2021 | $1B | $1B | $0 | 27 | 0 |
| Mar 2021 | $1B | $1B | $0 | 27 | 0 |
| Jun 2020 | $898.2M | $898.2M | $0 | 24 | 0 |
| Mar 2020 | $898.2M | $898.2M | $0 | 24 | 0 |
| Sep 2019 | $791.9M | $791.9M | $0 | 20 | 0 |
| May 2019 | $791.9M | $791.9M | $0 | 20 | 0 |
| Mar 2019 | $791.9M | $791.9M | $0 | 20 | 0 |
| Feb 2019 | $537.8M | $511.2M | $26.6M | 21 | 0 |
| Dec 2018 | $537.8M | $511.2M | $26.6M | 12 | 0 |
| Mar 2018 | $537.8M | $511.2M | $26.6M | 12 | 0 |
| Jul 2017 | $465.7M | $449.9M | $15.8M | 10 | 200 |
| Mar 2017 | $465.7M | $449.9M | $15.8M | 10 | 200 |
| Jul 2016 | $422.4M | $406.1M | $16.2M | 11 | 200 |
| Mar 2016 | $422.4M | $406.1M | $16.2M | 11 | 200 |
| Feb 2016 | $442M | $423.9M | $18M | 12 | 200 |
| Mar 2015 | $442M | $423.9M | $18M | 14 | 200 |
| Jun 2014 | $417M | $403M | $14M | 14 | 200 |
| Mar 2014 | $408M | $400M | $8M | 14 | 200 |
| Nov 2013 | $380M | $372M | $8M | 12 | 200 |
| Sep 2013 | $380M | $372M | $8M | 12 | 200 |
| Apr 2013 | $349.9M | $338M | $11.9M | 11 | 200 |
| Mar 2013 | $350M | $338M | $12M | 11 | 200 |
| Apr 2012 | $310M | $295.7M | $14.3M | 11 | 200 |
| Mar 2011 | $280.5M | $268.7M | $11.8M | -- | -- |
| Jan 2011 | $264.6M | $253.4M | $11.2M | -- | -- |
| Oct 2007 | $156.9M | $154.4M | $2.5M | 10 | -- |
| Feb 2007 | $130.6M | $129.1M | $1.6M | 10 | -- |
| Mar 2006 | $100.3M | $98.5M | $1.7M | 10 | -- |
| Sep 2005 | $89.8M | $88.4M | $1.4M | 10 | -- |
| Oct 2001 | $31.1M | $29.8M | $1.3M | 5 | -- |
| Jun 2001 | $31.1M | $29.8M | $1.3M | 5 | -- |
DateOct 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateOct 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateAug 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateJun 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateMay 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateMar 2023
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees29
Clients0
DateJan 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateApr 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees29
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees27
Clients0
DateJul 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees27
Clients0
DateJun 2020
Total AUM$898.2M
Discretionary$898.2M
Non-Disc.$0
Employees24
Clients0
DateMar 2020
Total AUM$898.2M
Discretionary$898.2M
Non-Disc.$0
Employees24
Clients0
DateSep 2019
Total AUM$791.9M
Discretionary$791.9M
Non-Disc.$0
Employees20
Clients0
DateMay 2019
Total AUM$791.9M
Discretionary$791.9M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$791.9M
Discretionary$791.9M
Non-Disc.$0
Employees20
Clients0
DateFeb 2019
Total AUM$537.8M
Discretionary$511.2M
Non-Disc.$26.6M
Employees21
Clients0
DateDec 2018
Total AUM$537.8M
Discretionary$511.2M
Non-Disc.$26.6M
Employees12
Clients0
DateMar 2018
Total AUM$537.8M
Discretionary$511.2M
Non-Disc.$26.6M
Employees12
Clients0
DateJul 2017
Total AUM$465.7M
Discretionary$449.9M
Non-Disc.$15.8M
Employees10
Clients200
DateMar 2017
Total AUM$465.7M
Discretionary$449.9M
Non-Disc.$15.8M
Employees10
Clients200
DateJul 2016
Total AUM$422.4M
Discretionary$406.1M
Non-Disc.$16.2M
Employees11
Clients200
DateMar 2016
Total AUM$422.4M
Discretionary$406.1M
Non-Disc.$16.2M
Employees11
Clients200
DateFeb 2016
Total AUM$442M
Discretionary$423.9M
Non-Disc.$18M
Employees12
Clients200
DateMar 2015
Total AUM$442M
Discretionary$423.9M
Non-Disc.$18M
Employees14
Clients200
DateJun 2014
Total AUM$417M
Discretionary$403M
Non-Disc.$14M
Employees14
Clients200
DateMar 2014
Total AUM$408M
Discretionary$400M
Non-Disc.$8M
Employees14
Clients200
DateNov 2013
Total AUM$380M
Discretionary$372M
Non-Disc.$8M
Employees12
Clients200
DateSep 2013
Total AUM$380M
Discretionary$372M
Non-Disc.$8M
Employees12
Clients200
DateApr 2013
Total AUM$349.9M
Discretionary$338M
Non-Disc.$11.9M
Employees11
Clients200
DateMar 2013
Total AUM$350M
Discretionary$338M
Non-Disc.$12M
Employees11
Clients200
DateApr 2012
Total AUM$310M
Discretionary$295.7M
Non-Disc.$14.3M
Employees11
Clients200
DateMar 2011
Total AUM$280.5M
Discretionary$268.7M
Non-Disc.$11.8M
Employees--
Clients--
DateJan 2011
Total AUM$264.6M
Discretionary$253.4M
Non-Disc.$11.2M
Employees--
Clients--
DateOct 2007
Total AUM$156.9M
Discretionary$154.4M
Non-Disc.$2.5M
Employees10
Clients--
DateFeb 2007
Total AUM$130.6M
Discretionary$129.1M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2006
Total AUM$100.3M
Discretionary$98.5M
Non-Disc.$1.7M
Employees10
Clients--
DateSep 2005
Total AUM$89.8M
Discretionary$88.4M
Non-Disc.$1.4M
Employees10
Clients--
DateOct 2001
Total AUM$31.1M
Discretionary$29.8M
Non-Disc.$1.3M
Employees5
Clients--
DateJun 2001
Total AUM$31.1M
Discretionary$29.8M
Non-Disc.$1.3M
Employees5
Clients--