Data / Investment advisers / Washington / Madrona Financial & Cpas
Madrona Financial & Cpas, Everett, WA: $692 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Madrona Financial & Cpas is an SEC registered investment adviser with its main office in Everett, Washington and reports $692 million in regulatory assets under management in its Form ADV filed June 8, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and commissions.
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- Registration
- SEC registered investment adviser
- CRD number
- 115753
- SEC file number
- 801-63693
- SEC status
- Approved, effective January 3, 2005
- Legal name
- Madrona Financial Services, LLC
- Main office
- 2911 Bond Street, Suite 200, Everett, WA 98201
- Phone
- (425) 212-3777
- Regulatory AUM
- $691,792,793 in the Form ADV filed June 8, 2026
- Discretionary AUM
- $691,792,793
- Accounts
- 1,813
- Employees
- 18, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 8, 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 | 281 | $505.8 million |
| Individuals (other than high net worth individuals) | 408 | $169.7 million |
| Charitable organizations | Fewer than 5 | $16.1 million |
| Corporations or other businesses | Fewer than 5 | $187,012 |
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 |
|---|---|---|
| April 1, 2026 | $691.8 million | March 28, 2026 |
| December 1, 2025 | $505.7 million | September 26, 2025 |
Other advisers in Washington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Insights Wealth Management | Tacoma | $746.7 million | Not listed | adviserinfo.sec.gov |
| Pike Street Capital | Seattle | $727.4 million | 7 | adviserinfo.sec.gov |
| Tradewinds Capital Management, LLC | Bellingham | $727.3 million | Not listed | adviserinfo.sec.gov |
| Quantum Financial Planning Services, Inc. | Spokane | $727.2 million | Not listed | adviserinfo.sec.gov |
| The Retirement Solution LLC | Redmond | $699.4 million | Not listed | adviserinfo.sec.gov |
| Evans Capital Management Associates | Bellevue | $682.6 million | Not listed | adviserinfo.sec.gov |
| Arable Capital Partners, LLC | Bellevue | $671.2 million | 1 | adviserinfo.sec.gov |
| Richards Merrill Wealth Management | Spokane | $643.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Washington
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Madrona Financial & Cpas on the SEC's adviser search
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.