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Madrona Wealth Management LLC
Madrona Wealth Management LLC provides highly customized, personalized advice to a small group of families wanting a single point of contact for all their...
Overview
Madrona Wealth Management LLC provides highly customized, personalized advice to a small group of families wanting a single point of contact for all their financial needs. It operates with a completely transparent, fully disclosed structure with no hidden compensation. The firm is a registered investment advisor, registered in Oregon, Minnesota, and Washington, and is located in Portland, Oregon serving clients across the US.
General information
Firm type
Multi Family Office
Year founded
2002
Location
Region
North America
Country
United States
City
Portland
Corporate office
Seattle, WA, United States
Sector focus
Frequently asked questions
Which sectors does Madrona Wealth Management explicitly avoid?
The firm does not publicly disclose any sector exclusions. Its sector exposure is determined by client objectives and its investment committee's views, but no negative screens have been published.
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