MADER & SHANNON WEALTH MANAGEMENT, INC.
Legal name: MADER & SHANNON WEALTH MANAGEMENT
CRD #123741 SEC #801-67482 KANSAS CITY, MO 816-751-0585
SEC Registered
Total AUM
$221.3M
Discretionary
$221.3M
Employees
10
Clients
25
Accounts
863
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $221.3M | $221.3M | $0 | 10 | 0 |
| Mar 2024 | $228.6M | $228.6M | $0 | 10 | 0 |
| Feb 2023 | $215M | $215M | $0 | 11 | 0 |
| Mar 2022 | $235.6M | $235.6M | $0 | 11 | 0 |
| Dec 2021 | $203.2M | $201.5M | $1.7M | 11 | 0 |
| Mar 2021 | $203.2M | $201.5M | $1.7M | 11 | 0 |
| Mar 2021 | $203.2M | $201.5M | $1.7M | 11 | 0 |
| Jul 2020 | $175.7M | $173.8M | $1.9M | 11 | 0 |
| Jun 2020 | $175.7M | $173.8M | $1.9M | 11 | 0 |
| Mar 2020 | $175.7M | $173.8M | $1.9M | 11 | 0 |
| Mar 2019 | $164.5M | $160.9M | $3.6M | 11 | 0 |
| Nov 2018 | $174.7M | $173.8M | $885.6K | 12 | 0 |
| May 2018 | $174.7M | $173.8M | $885.6K | 12 | 0 |
| Mar 2018 | $174.7M | $173.8M | $885.6K | 12 | 0 |
| Jun 2017 | $160M | $159.7M | $353.8K | 12 | 350 |
| Mar 2017 | $160M | $159.7M | $353.8K | 12 | 350 |
| Jun 2016 | $154.4M | $154.2M | $204.7K | 11 | 350 |
| Mar 2016 | $154.4M | $154.2M | $204.7K | 11 | 350 |
| Mar 2015 | $159.6M | $157.9M | $1.8M | 11 | 350 |
| Aug 2014 | $143.5M | $143.1M | $319.4K | 11 | 300 |
| Mar 2014 | $143.5M | $143.1M | $319.4K | 11 | 300 |
| Jul 2013 | $112M | $111.7M | $380.6K | 9 | 230 |
| Mar 2013 | $112M | $111.7M | $380.6K | 9 | 230 |
| Jan 2013 | $101.5M | $100.8M | $676.2K | 10 | 200 |
| Dec 2012 | $101.5M | $100.8M | $676.2K | 10 | 200 |
| Mar 2012 | $101.5M | $100.8M | $676.2K | 1 | 200 |
| Nov 2011 | $84M | $83.8M | $257.9K | 1 | 251 |
| Mar 2011 | $84M | $83.8M | $257.9K | 5 | -- |
| Aug 2010 | $72.5M | $72.2M | $378.7K | 5 | -- |
| May 2010 | $72.5M | $72.2M | $378.7K | 5 | -- |
| Mar 2010 | $72.5M | $72.2M | $378.7K | 5 | -- |
| Nov 2007 | $33.5M | $33.5M | $6K | 5 | -- |
| Aug 2007 | $33.5M | $33.5M | $6K | 5 | -- |
| Jan 2007 | $33.5M | $33.5M | $6K | 5 | -- |
DateFeb 2025
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$228.6M
Discretionary$228.6M
Non-Disc.$0
Employees10
Clients0
DateFeb 2023
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees11
Clients0
DateDec 2021
Total AUM$203.2M
Discretionary$201.5M
Non-Disc.$1.7M
Employees11
Clients0
DateMar 2021
Total AUM$203.2M
Discretionary$201.5M
Non-Disc.$1.7M
Employees11
Clients0
DateMar 2021
Total AUM$203.2M
Discretionary$201.5M
Non-Disc.$1.7M
Employees11
Clients0
DateJul 2020
Total AUM$175.7M
Discretionary$173.8M
Non-Disc.$1.9M
Employees11
Clients0
DateJun 2020
Total AUM$175.7M
Discretionary$173.8M
Non-Disc.$1.9M
Employees11
Clients0
DateMar 2020
Total AUM$175.7M
Discretionary$173.8M
Non-Disc.$1.9M
Employees11
Clients0
DateMar 2019
Total AUM$164.5M
Discretionary$160.9M
Non-Disc.$3.6M
Employees11
Clients0
DateNov 2018
Total AUM$174.7M
Discretionary$173.8M
Non-Disc.$885.6K
Employees12
Clients0
DateMay 2018
Total AUM$174.7M
Discretionary$173.8M
Non-Disc.$885.6K
Employees12
Clients0
DateMar 2018
Total AUM$174.7M
Discretionary$173.8M
Non-Disc.$885.6K
Employees12
Clients0
DateJun 2017
Total AUM$160M
Discretionary$159.7M
Non-Disc.$353.8K
Employees12
Clients350
DateMar 2017
Total AUM$160M
Discretionary$159.7M
Non-Disc.$353.8K
Employees12
Clients350
DateJun 2016
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$204.7K
Employees11
Clients350
DateMar 2016
Total AUM$154.4M
Discretionary$154.2M
Non-Disc.$204.7K
Employees11
Clients350
DateMar 2015
Total AUM$159.6M
Discretionary$157.9M
Non-Disc.$1.8M
Employees11
Clients350
DateAug 2014
Total AUM$143.5M
Discretionary$143.1M
Non-Disc.$319.4K
Employees11
Clients300
DateMar 2014
Total AUM$143.5M
Discretionary$143.1M
Non-Disc.$319.4K
Employees11
Clients300
DateJul 2013
Total AUM$112M
Discretionary$111.7M
Non-Disc.$380.6K
Employees9
Clients230
DateMar 2013
Total AUM$112M
Discretionary$111.7M
Non-Disc.$380.6K
Employees9
Clients230
DateJan 2013
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$676.2K
Employees10
Clients200
DateDec 2012
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$676.2K
Employees10
Clients200
DateMar 2012
Total AUM$101.5M
Discretionary$100.8M
Non-Disc.$676.2K
Employees1
Clients200
DateNov 2011
Total AUM$84M
Discretionary$83.8M
Non-Disc.$257.9K
Employees1
Clients251
DateMar 2011
Total AUM$84M
Discretionary$83.8M
Non-Disc.$257.9K
Employees5
Clients--
DateAug 2010
Total AUM$72.5M
Discretionary$72.2M
Non-Disc.$378.7K
Employees5
Clients--
DateMay 2010
Total AUM$72.5M
Discretionary$72.2M
Non-Disc.$378.7K
Employees5
Clients--
DateMar 2010
Total AUM$72.5M
Discretionary$72.2M
Non-Disc.$378.7K
Employees5
Clients--
DateNov 2007
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$6K
Employees5
Clients--
DateAug 2007
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$6K
Employees5
Clients--
DateJan 2007
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$6K
Employees5
Clients--