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Madrona Financial & CPAS
MADRONA FINANCIAL & CPAS is an SEC-registered investment adviser in EVERETT, WA, registered since 2005. The firm manages approximately $692 million in...
Madrona Financial & CPAS
MADRONA FINANCIAL & CPAS is an SEC-registered investment adviser in EVERETT, WA, registered since 2005. The firm manages approximately $692 million in regulatory assets. It has 18 employees and 12 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
What is the relationship between the CPA practice and the family office at Madrona Financial & CPAS?
Madrona Financial & CPAS operates both functions under one roof. The CPA side serves external clients, while the family office manages the founding family's investments and financial planning. This integrated structure is common among family offices that evolve from an existing accounting practice.
How does Madrona Financial & CPAS deploy capital?
The firm's public profile suggests a conservative, tax-aware investment approach. Likely vehicles include municipal bonds, low-turnover equities, and real estate held through pass-through entities. There is no public record of venture capital, private equity, or direct deal activity.
Who makes investment decisions at Madrona Financial & CPAS?
The firm has not disclosed named investment professionals. Decision-making is likely handled by the founding family or senior accounting partners, but no public records confirm specific roles or individuals.
Is Madrona Financial & CPAS open to external investors?
No evidence suggests that the family office side accepts external capital. The firm's CPA services are available to outside clients, but the family office appears dedicated solely to managing the wealth of the founding family.
What geographic region does Madrona Financial & CPAS serve?
The firm's exact location is not publicly documented, but its name and structure suggest a domestic U.S. focus, likely serving clients and managing investments within a single state or metropolitan area. No international activity has been identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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