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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Missouri
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLARK, DOUGLAS, FRANCIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| CLARK, DOUGLAS, FRANCIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, DOUGLAS, FRANCIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, DOUGLAS, FRANCIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, DOUGLAS, FRANCIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, DOUGLAS, FRANCIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK, DOUGLAS, FRANCIS | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| MWA NEWCO, INC. | DE | OWNER | E | Control |
| SMITH, WILLIAM, RYAN | I | OWNER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLARK, DOUGLAS, FRANCIS | I | MWA NEWCO, INC. | E | Control |
Registrations
Federal
IA
Mar 29, 2023 REGISTERED
Notice Filings (5)
FL KS MO NE TX
Address
400 SW LONGVIEW BLVD.SUITE 220
LEE'S SUMMIT, MO 64081
United States
Phone: 816-683-4600