Madrona Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$70,572,271
Total clients
68
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$1,037,828
About
Madrona Wealth Management serves individual and high‑net‑worth clients with ongoing portfolio management and comprehensive financial planning. The firm prepares individualized Investment Policy Statements and implements diversified portfolios using mutual funds, ETFs, fixed income, real estate funds and other common investment vehicles.
The firm’s investment process centers on strategic asset allocation and uses the Black–Litterman model together with fundamental, cyclical and quantitative analysis to construct and monitor portfolios. Implementation and monitoring are conducted on a regular schedule, and portfolios are managed primarily on a non‑discretionary basis so clients retain final trading authority; the firm also seeks the lowest‑cost fund share classes available.
Noteworthy features include the predominance of non‑discretionary assets, which is uncommon among independent advisers and means the adviser typically recommends trades rather than executing them without client approval. The firm does not aggregate client trades for block execution, does not accept soft‑dollar benefits or third‑party referral fees, and recommends a single custodian platform for execution, all of which can affect trade execution and operational workflows compared with peers.
Client services
Expertise
Fee options
Fixed fees typically between $500 and $1,500 for financial planning
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 0.60% $2,500,001 - $5,000,000: 0.35% $5,000,001 - $7,500,000: 0.25% $7,500,001 - $10,000,000: 0.20% $10,000,001 - $15,000,000: 0.15% $15,000,001 - $20,000,000: 0.12% Over $20,000,000+: Negotiable
$150/hour for financial planning services
Account minimum: $200,000 Fee-only: Financial planning fixed fees typically between $500 and $1,500; hourly rate $150/hr
Main office location
Madrona Wealth Management LLC
Happy Valley OR, United States
Number of offices
1
Most active in
Minnesota · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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