MADRONA FINANCIAL SERVICES, LLC
Legal name: MADRONA FINANCIAL & CPAS
CRD #115753 SEC #801-63693 EVERETT, WA 425-212-3777
SEC Registered
Total AUM
$505.7M
Discretionary
$505.7M
Employees
19
Clients
--
Accounts
1,725
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $505.7M | $505.7M | $0 | 19 | 112 |
| Mar 2025 | $505.7M | $505.7M | $0 | 19 | 112 |
| Mar 2024 | $393M | $393M | $0 | 21 | 135 |
| Jan 2024 | $268.8M | $268.8M | $0 | 18 | 70 |
| Mar 2023 | $268.8M | $268.8M | $0 | 18 | 70 |
| May 2022 | $286.8M | $286.8M | $0 | 13 | 80 |
| Apr 2022 | $286.8M | $286.8M | $0 | 13 | 80 |
| Mar 2022 | $286.8M | $286.8M | $0 | 13 | 80 |
| Jan 2022 | $253.6M | $253.6M | $0 | 13 | 60 |
| Dec 2021 | $253.6M | $253.6M | $0 | 13 | 60 |
| Nov 2021 | $253.6M | $253.6M | $0 | 13 | 60 |
| Apr 2021 | $253.6M | $253.6M | $0 | 13 | 60 |
| Mar 2021 | $253.6M | $253.6M | $0 | 13 | 60 |
| Mar 2021 | $253.6M | $253.6M | $0 | 13 | 60 |
| Dec 2020 | $175.5M | $175.5M | $0 | 10 | 47 |
| Jun 2020 | $175.5M | $175.5M | $0 | 10 | 47 |
| Jun 2020 | $175.5M | $175.5M | $0 | 10 | 47 |
| May 2020 | $175.5M | $175.5M | $0 | 10 | 47 |
| Jul 2019 | $174.2M | $174.2M | $0 | 14 | 0 |
| Mar 2019 | $174.2M | $174.2M | $0 | 14 | 0 |
| Dec 2018 | $166.1M | $166.1M | $0 | 12 | 0 |
| Mar 2018 | $166.1M | $166.1M | $0 | 12 | 0 |
| Sep 2017 | $126.9M | $122.3M | $4.6M | 17 | 400 |
| Jun 2017 | $126.9M | $122.3M | $4.6M | 17 | 400 |
| Mar 2017 | $126.9M | $122.3M | $4.6M | 17 | 400 |
| Oct 2016 | $140.8M | $136.5M | $4.3M | 16 | 400 |
| Aug 2016 | $140.8M | $136.5M | $4.3M | 16 | 400 |
| Jul 2016 | $140.8M | $136.5M | $4.3M | 16 | 400 |
| Jun 2016 | $140.8M | $136.5M | $4.3M | 16 | 400 |
| May 2016 | $140.8M | $136.5M | $4.3M | 16 | 400 |
| Mar 2016 | $140.8M | $136.5M | $4.3M | 16 | 400 |
| Mar 2016 | $140.8M | $136.5M | $4.3M | 16 | 400 |
| Feb 2015 | $147.5M | $137.4M | $10.1M | 13 | 400 |
| Nov 2014 | $133.2M | $124.7M | $8.5M | 10 | 400 |
| Oct 2014 | $133.2M | $124.7M | $8.5M | 10 | 400 |
| Sep 2014 | $133.2M | $124.7M | $8.5M | 10 | 400 |
| Aug 2014 | $133.2M | $124.7M | $8.5M | 10 | 400 |
| Jan 2014 | $133.2M | $124.7M | $8.5M | 10 | 400 |
| Oct 2013 | $115.9M | $108.7M | $7.3M | 9 | 400 |
| May 2013 | $115.9M | $108.7M | $7.3M | 9 | 400 |
| Feb 2013 | $115.9M | $108.7M | $7.3M | 9 | 400 |
| Jan 2013 | $115.9M | $108.7M | $7.3M | 9 | 400 |
| Sep 2012 | $104.6M | $104.6M | $0 | 1 | 400 |
| Jun 2012 | $104.6M | $104.6M | $0 | 1 | 400 |
| Jan 2012 | $104.6M | $104.6M | $0 | 1 | 400 |
| Jul 2011 | $135.1M | $135.1M | $0 | 5 | -- |
| Jul 2011 | $135.1M | $135.1M | $0 | 5 | -- |
| Jun 2011 | $135.1M | $135.1M | $0 | 5 | -- |
| Jan 2011 | $135.1M | $135.1M | $0 | 5 | -- |
| Dec 2010 | $125.7M | $125.7M | $0 | 5 | -- |
| Dec 2010 | $125.7M | $125.7M | $0 | 5 | -- |
| Aug 2010 | $125.7M | $125.7M | $0 | 5 | -- |
| Jun 2010 | $125.7M | $125.7M | $0 | 5 | -- |
| May 2010 | $125.7M | $125.7M | $0 | 5 | -- |
| Jan 2008 | $162M | $162M | $0 | 5 | -- |
| Nov 2007 | $118M | $108M | $10M | 5 | -- |
| Mar 2007 | $118M | $108M | $10M | 5 | -- |
| Dec 2006 | $72M | $60M | $12M | 5 | -- |
| Nov 2006 | $72M | $60M | $12M | 5 | -- |
| Feb 2006 | $72M | $60M | $12M | 5 | -- |
| Sep 2005 | $48M | $48M | $0 | 5 | -- |
| Sep 2005 | $48M | $48M | $0 | 5 | -- |
| Jan 2005 | $29.5M | $29.5M | $0 | 5 | -- |
DateSep 2025
Total AUM$505.7M
Discretionary$505.7M
Non-Disc.$0
Employees19
Clients112
DateMar 2025
Total AUM$505.7M
Discretionary$505.7M
Non-Disc.$0
Employees19
Clients112
DateMar 2024
Total AUM$393M
Discretionary$393M
Non-Disc.$0
Employees21
Clients135
DateJan 2024
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees18
Clients70
DateMar 2023
Total AUM$268.8M
Discretionary$268.8M
Non-Disc.$0
Employees18
Clients70
DateMay 2022
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees13
Clients80
DateApr 2022
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees13
Clients80
DateMar 2022
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees13
Clients80
DateJan 2022
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees13
Clients60
DateDec 2021
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees13
Clients60
DateNov 2021
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees13
Clients60
DateApr 2021
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees13
Clients60
DateMar 2021
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees13
Clients60
DateMar 2021
Total AUM$253.6M
Discretionary$253.6M
Non-Disc.$0
Employees13
Clients60
DateDec 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees10
Clients47
DateJun 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees10
Clients47
DateJun 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees10
Clients47
DateMay 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees10
Clients47
DateJul 2019
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees14
Clients0
DateDec 2018
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$126.9M
Discretionary$122.3M
Non-Disc.$4.6M
Employees17
Clients400
DateJun 2017
Total AUM$126.9M
Discretionary$122.3M
Non-Disc.$4.6M
Employees17
Clients400
DateMar 2017
Total AUM$126.9M
Discretionary$122.3M
Non-Disc.$4.6M
Employees17
Clients400
DateOct 2016
Total AUM$140.8M
Discretionary$136.5M
Non-Disc.$4.3M
Employees16
Clients400
DateAug 2016
Total AUM$140.8M
Discretionary$136.5M
Non-Disc.$4.3M
Employees16
Clients400
DateJul 2016
Total AUM$140.8M
Discretionary$136.5M
Non-Disc.$4.3M
Employees16
Clients400
DateJun 2016
Total AUM$140.8M
Discretionary$136.5M
Non-Disc.$4.3M
Employees16
Clients400
DateMay 2016
Total AUM$140.8M
Discretionary$136.5M
Non-Disc.$4.3M
Employees16
Clients400
DateMar 2016
Total AUM$140.8M
Discretionary$136.5M
Non-Disc.$4.3M
Employees16
Clients400
DateMar 2016
Total AUM$140.8M
Discretionary$136.5M
Non-Disc.$4.3M
Employees16
Clients400
DateFeb 2015
Total AUM$147.5M
Discretionary$137.4M
Non-Disc.$10.1M
Employees13
Clients400
DateNov 2014
Total AUM$133.2M
Discretionary$124.7M
Non-Disc.$8.5M
Employees10
Clients400
DateOct 2014
Total AUM$133.2M
Discretionary$124.7M
Non-Disc.$8.5M
Employees10
Clients400
DateSep 2014
Total AUM$133.2M
Discretionary$124.7M
Non-Disc.$8.5M
Employees10
Clients400
DateAug 2014
Total AUM$133.2M
Discretionary$124.7M
Non-Disc.$8.5M
Employees10
Clients400
DateJan 2014
Total AUM$133.2M
Discretionary$124.7M
Non-Disc.$8.5M
Employees10
Clients400
DateOct 2013
Total AUM$115.9M
Discretionary$108.7M
Non-Disc.$7.3M
Employees9
Clients400
DateMay 2013
Total AUM$115.9M
Discretionary$108.7M
Non-Disc.$7.3M
Employees9
Clients400
DateFeb 2013
Total AUM$115.9M
Discretionary$108.7M
Non-Disc.$7.3M
Employees9
Clients400
DateJan 2013
Total AUM$115.9M
Discretionary$108.7M
Non-Disc.$7.3M
Employees9
Clients400
DateSep 2012
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees1
Clients400
DateJun 2012
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees1
Clients400
DateJul 2011
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$125.7M
Discretionary$125.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$118M
Discretionary$108M
Non-Disc.$10M
Employees5
Clients--
DateMar 2007
Total AUM$118M
Discretionary$108M
Non-Disc.$10M
Employees5
Clients--
DateDec 2006
Total AUM$72M
Discretionary$60M
Non-Disc.$12M
Employees5
Clients--
DateNov 2006
Total AUM$72M
Discretionary$60M
Non-Disc.$12M
Employees5
Clients--
DateFeb 2006
Total AUM$72M
Discretionary$60M
Non-Disc.$12M
Employees5
Clients--
DateSep 2005
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees5
Clients--