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Madson Wealth Advisors
Madson Wealth Advisors is a US-based RIA and multi-family office investing in private credit, real estate, and hedge funds for ultra-high-net-worth...
Madson Wealth Advisors
Madson Wealth Advisors Inc. is a United States-based RIA structured as a multi-family office, though its founding year, founding principals, and specific wealth origin remain undisclosed in public records. The firm operates in the registered investment advisor space, a regulatory posture that distinguishes it from many single-family offices that operate without SEC registration. The firm's investment strategy centers on alternative asset classes, including private credit, real estate, and hedge funds. It targets direct investments and co-investments alongside institutional managers, though no specific portfolio companies or deals have been publicly identified. Geographic focus appears to be domestic US, based on regulatory filings and state registrations. No verifiable team size, additional offices, philanthropic vehicles, or operational events from the last 24 months are available in public sources. The firm's public profile remains intentionally lean, a common posture among smaller family-office RIAs that serve a limited number of families under confidentiality agreements. Madson Wealth Advisors' structural differentiator is its SEC registration as an RIA, which subjects it to fiduciary standards and regulatory oversight that unregistered single-family offices avoid. This posture suggests the firm may manage capital for multiple families or serve as an outsourced investment office, but specific client numbers or aggregate AUM have not been disclosed.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
United States
Sector focus
Frequently asked questions
Who runs investment decisions at Madson Wealth Advisors?
No named investment professionals are publicly listed for the firm. The firm's SEC registration would require a Chief Compliance Officer, but individual names have not appeared in public sources to date (per SEC IARD database).
Is Madson Wealth Advisors structured as a single family office or does it operate more like a venture firm?
Madson Wealth Advisors is registered as an RIA, which is typical for multi-family offices and wealth management firms serving multiple unrelated families. This regulatory structure is distinct from single-family offices, which often avoid SEC registration.
What investment stages does Madson Wealth Advisors typically target?
Based on its RIA registration and alternative asset focus, the firm appears to target direct investments and co-investments in private markets, rather than venture-stage or early-stage allocations. No specific stage preferences have been publicly disclosed.
Does Madson Wealth Advisors participate in fund commitments or only direct deals?
The firm's alternative asset focus — including hedge funds and private credit — suggests a fund-of-funds or direct investment model. Without public portfolio disclosures, the exact mix between fund commitments and direct deals remains unknown.
Where does the underlying wealth come from at Madson Wealth Advisors?
The origin of the wealth managed by Madson Wealth Advisors is not publicly disclosed. The firm's RIA structure suggests it may serve multiple family offices or business-owning families, but specific client information is confidential.
Does Madson Wealth Advisors maintain philanthropic structures?
No public records link the firm to a specific foundation or philanthropic vehicle. The firm's public profile does not indicate any affiliated charitable entities.
What is Madson Wealth Advisors' known posture on co-investments alongside external GPs?
The firm's investment language around direct investments and co-investments suggests a willingness to participate in club deals alongside institutional managers, but no specific co-investment examples or partners are available in public sources.
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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