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Madrona Wealth Management LLC
Madrona Wealth Management LLC is a Seattle-based RIA and multi-family office serving high-net-worth families.
Madrona Wealth Management LLC
Madrona Wealth Management LLC is a registered investment advisor (RIA) based in Seattle, Washington. The firm was established to provide comprehensive wealth management services, operating as a multi-family office for high-net-worth and ultra-high-net-worth families. No founding date or founding principal has been publicly documented. The firm's investment approach focuses on asset allocation, portfolio construction, and financial planning, utilizing external managers and direct securities where appropriate. Madrona Wealth Management likely allocates across public equities, fixed income, alternative investments, and private markets, though specific asset-class breakdowns are not disclosed. The firm does not appear to make direct private equity or venture capital commitments. Madrona Wealth Management operates with an undisclosed number of professionals. It maintains a single office in Seattle and has no publicly listed additional locations. The firm has no known philanthropic or operating-company vehicles disclosed in public records. Madrona Wealth Management's structural differentiator is its pure RIA model, serving as an independent fiduciary to families without being tied to a bank or brokerage. The firm's governance and succession arrangements remain private, consistent with its posture as a low-profile advisor.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Madrona Wealth Management?
Madrona Wealth Management does not publicly name its investment committee or chief investment officer. The firm operates as an RIA, so investment decisions are likely handled by a team of advisors and portfolio managers, but no named individuals are listed in public records or on the firm's website.
Is Madrona Wealth Management a single-family office or multi-family office?
Madrona Wealth Management operates as a multi-family office and RIA, serving multiple high-net-worth families. Unlike a single-family office that manages a single fortune, the firm provides fiduciary wealth management services to a client base of families and individuals.
Does Madrona Wealth Management participate in direct investments or fund commitments?
The firm's public posture suggests it prioritizes traditional wealth management — asset allocation, financial planning, and manager selection — over direct deal origination. It likely commits to external funds and may facilitate client co-investments, but no direct investment activity has been publicly documented.
What investment stages does Madrona Wealth Management target?
Madrona Wealth Management does not publicly target specific investment stages. As a multi-family office, its focus is on long-term portfolio management across public markets and, where appropriate, alternative investments, rather than lifecycle stages like venture capital or growth equity.
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.
How is Madrona Wealth Management structured compared to a larger family office?
Madrona Wealth Management is structured as a regulated RIA, distinct from a single-family office that may be exempt from SEC registration. This structure imposes fiduciary duties and regulatory reporting, but the firm maintains a lean profile with a single office and no disclosed affiliated entities.
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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