Data / Investment advisers / Wisconsin / Madison Partners
Madison Partners, Madison, WI: $1.3 billion AUM, SEC registered investment adviser
Madison Partners is an SEC registered investment adviser with its main office in Madison, Wisconsin and reports $1.3 billion in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 305824
- SEC file number
- 801-118168
- SEC status
- Approved, effective March 4, 2020
- Legal name
- Madison Wealth Partners, Inc.
- Main office
- 1502 W Broadway Suite 301, Madison, WI 53713
- Phone
- (608) 210-1021
- Website
- themadisonpartners.com
- Regulatory AUM
- $1,303,110,029 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $1,275,902,119
- Non discretionary AUM
- $27,207,910
- Accounts
- 6,213
- Employees
- 17, of which 17 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 26
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 367 | $807 million |
| Individuals (other than high net worth individuals) | 1,675 | $449.3 million |
| Pension and profit sharing plans | 35 | $46.4 million |
| Charitable organizations | Fewer than 5 | $494,653 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $1.30 billion | December 23, 2025 |
| December 1, 2025 | $1.09 billion | March 31, 2025 |
Other advisers in Madison
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | Madison | $5.19 billion | Not listed | adviserinfo.sec.gov |
| Madison Asset Management | Madison | $4.86 billion | Not listed | adviserinfo.sec.gov |
| Thompson Investment Management, Inc. | Madison | $3.08 billion | Not listed | adviserinfo.sec.gov |
| Resonant Capital Advisors, LLC | Madison | $2.96 billion | Not listed | adviserinfo.sec.gov |
| Isthmus Partners, LLC | Madison | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Goldstein Advisors, LLC | Madison | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Park Capital Management, LLC | Madison | $868 million | Not listed | adviserinfo.sec.gov |
| Poehling Capital Management, Inc. | Madison | $591.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Madison, WI
- Investment advisers in Wisconsin
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Madison Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.