MADRID WEALTH MANAGEMENT, LLC
Legal name: MADRID WEALTH MANAGEMENT
CRD #333331 SEC #801-131961 ALBUQUERQUE, NM 505-633-5332
SEC Registered
Total AUM
$127.3M
Discretionary
$124M
Employees
4
Clients
10
Accounts
243
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Mexico
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MADRID, PAUL, LUIS | I | MANAGING PARTNER, CCO | E | Control |
| MADRID, PAUL, LUIS | I | CEO, CCO | E | Control |
Registrations
Federal
IA
Aug 1, 2025 REGISTERED
Notice Filings (4)
AZ CA NM TX
Address
9400 HOLLY AVE NEBLDG 4
ALBUQUERQUE, NM 87122
United States
Phone: 505-633-5332