MADISON WEALTH PARTNERS, INC.
Legal name: MADISON PARTNERS
CRD #305824 SEC #801-118168 MADISON, WI 608-210-1021
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
17
Clients
--
Accounts
6,213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $27.2M | 17 | 0 |
| Mar 2025 | $1.1B | $1.1B | $24.6M | 16 | 0 |
| Jan 2025 | $1.1B | $1.1B | $24.6M | 16 | 0 |
| Dec 2024 | $1.1B | $1.1B | $24.6M | 16 | 0 |
| Nov 2024 | $559M | $543M | $16M | 13 | 0 |
| Sep 2024 | $559M | $543M | $16M | 13 | 0 |
| Jul 2024 | $559M | $543M | $16M | 13 | 0 |
| Jun 2024 | $559M | $543M | $16M | 13 | 0 |
| May 2024 | $559M | $543M | $16M | 13 | 0 |
| May 2024 | $559M | $543M | $16M | 13 | 0 |
| Mar 2024 | $559M | $543M | $16M | 12 | 0 |
| Jan 2024 | $559M | $543M | $16M | 12 | 0 |
| Jan 2024 | $559M | $543M | $16M | 12 | 0 |
| Jan 2024 | $559M | $543M | $16M | 12 | 0 |
| Apr 2023 | $461.6M | $454.6M | $7M | 10 | 0 |
| Apr 2023 | $461.6M | $454.6M | $7M | 10 | 0 |
| Jan 2023 | $461.6M | $454.6M | $7M | 10 | 0 |
| Dec 2022 | $461.6M | $454.6M | $7M | 10 | 0 |
| Dec 2022 | $461.6M | $454.6M | $7M | 10 | 0 |
| Aug 2022 | $432.9M | $432.9M | $0 | 11 | 0 |
| Mar 2022 | $432.9M | $432.9M | $0 | 11 | 0 |
| Dec 2021 | $432.9M | $432.9M | $0 | 11 | 0 |
| Aug 2021 | $235M | $230.9M | $4.1M | 7 | 0 |
| Dec 2020 | $235M | $230.9M | $4.1M | 7 | 0 |
| Nov 2020 | $162.3M | $162.3M | $0 | 5 | 0 |
| Oct 2020 | $162.3M | $162.3M | $0 | 5 | 0 |
| Jul 2020 | $162.3M | $162.3M | $0 | 5 | 0 |
| May 2020 | $162.3M | $162.3M | $0 | 5 | 0 |
| Mar 2020 | $0 | $0 | $0 | 2 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$27.2M
Employees17
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees16
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees16
Clients0
DateDec 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$24.6M
Employees16
Clients0
DateNov 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees13
Clients0
DateSep 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees13
Clients0
DateJul 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees13
Clients0
DateJun 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees13
Clients0
DateMay 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees13
Clients0
DateMay 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees13
Clients0
DateMar 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees12
Clients0
DateJan 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees12
Clients0
DateJan 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees12
Clients0
DateJan 2024
Total AUM$559M
Discretionary$543M
Non-Disc.$16M
Employees12
Clients0
DateApr 2023
Total AUM$461.6M
Discretionary$454.6M
Non-Disc.$7M
Employees10
Clients0
DateApr 2023
Total AUM$461.6M
Discretionary$454.6M
Non-Disc.$7M
Employees10
Clients0
DateJan 2023
Total AUM$461.6M
Discretionary$454.6M
Non-Disc.$7M
Employees10
Clients0
DateDec 2022
Total AUM$461.6M
Discretionary$454.6M
Non-Disc.$7M
Employees10
Clients0
DateDec 2022
Total AUM$461.6M
Discretionary$454.6M
Non-Disc.$7M
Employees10
Clients0
DateAug 2022
Total AUM$432.9M
Discretionary$432.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$432.9M
Discretionary$432.9M
Non-Disc.$0
Employees11
Clients0
DateDec 2021
Total AUM$432.9M
Discretionary$432.9M
Non-Disc.$0
Employees11
Clients0
DateAug 2021
Total AUM$235M
Discretionary$230.9M
Non-Disc.$4.1M
Employees7
Clients0
DateDec 2020
Total AUM$235M
Discretionary$230.9M
Non-Disc.$4.1M
Employees7
Clients0
DateNov 2020
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees5
Clients0
DateJul 2020
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$162.3M
Discretionary$162.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0