MADISON WEALTH ADVISORS, LLC
CRD #117904 SEC #801-118638 LEE'S SUMMIT, MO 816-683-4600
SEC Registered
Total AUM
$222.5M
Discretionary
$222.5M
Employees
4
Clients
--
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $222.5M | $222.5M | $0 | 4 | 0 |
| Mar 2023 | $222.5M | $222.5M | $0 | 4 | 0 |
| Mar 2022 | $220M | $220M | $0 | 4 | 0 |
| Mar 2021 | $115.1M | $115.1M | $0 | 3 | 5 |
| Jun 2020 | $103.6M | $103.6M | $0 | 3 | 0 |
| Jun 2020 | $103.6M | $103.6M | $0 | 3 | 0 |
| Apr 2020 | $103.6M | $103.6M | $0 | 3 | 0 |
DateJun 2023
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$222.5M
Discretionary$222.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees3
Clients5
DateJun 2020
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees3
Clients0