MADISON WEALTH ADVISORS, LLC

LEE'S SUMMIT, Missouri·2 registered advisors·CRD# 117904
SEC# 801-1186380816-683-4600
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 ManagementWealth ManagementFee-Only Advisory
04

Advisors at MADISON WEALTH ADVISORS, LLC

2 registered advisors
Douglas Francis Clark
LEE'S SUMMIT, Missouri
William Ryan Smith
LEE'S SUMMIT, Missouri
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.