# Madrona Wealth Management LLC

Madrona Wealth Management LLC is a Multi Family Office based in Portland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Seattle, WA, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** madronawealth.com

## Regulatory record

- **CRD number:** 171261
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171261

## About

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.

## Sectors

- Wealth Management

## 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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Last updated: 2026-08-11T15:07:19.634Z

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