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MADISON WEALTH PARTNERS, INC.

Doing business as MADISON PARTNERS. SEC Form ADV profile.

Total regulatory AUM
$1,303,110,029
Discretionary
$1,275,902,119
Non-discretionary
$27,207,910

Firm details

CRD number
305824
SEC file number
801-118168
Main office
MADISON, WI, United States
Employees
17
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.