# Madi Manages Money LLC

> Madi Manages Money LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 327336
- Filed as: MADI MANAGES MONEY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327336
- AdvisorCensus page: https://advisorcensus.com/firm/madi-manages-money-llc-327336

## Quick answers

**How is Madi Manages Money LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Madi Manages Money LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Madi Manages Money LLC registered with the SEC or a state?**
Madi Manages Money LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327336.

**What types of clients does Madi Manages Money LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).

**Does Madi Manages Money LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327336

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $0 |
| High net worth individuals | 9 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financiallyindependentish.substack.com
- madimanagesmoney.com
- Facebook @madimanagesmoney
- Instagram @madimanagesmoney
- LinkedIn @madisonsharick
- TikTok @madimanagesmoney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Madi Manages Money LLC (CRD 327336): Form ADV filing data as of October 2026.
