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MADISON WEALTH ADVISORS, LLC
MADISON WEALTH ADVISORS, LLC
LEE'S SUMMIT, Missouri
·
2 registered advisors
·
CRD# 117904
SEC# 801-118638
0
816-683-4600
01
Firm Overview
AUM
$222M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at MADISON WEALTH ADVISORS, LLC
2 registered advisors
Douglas Francis Clark
LEE'S SUMMIT, Missouri
CRD# 4481973
William Ryan Smith
LEE'S SUMMIT, Missouri
CRD# 6353207
05
Office Locations
LEE'S SUMMIT, Missouri
2 advisors
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Data sourced from SEC Form ADV filings. MADISON WEALTH ADVISORS, LLC (CRD# 117904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.