{
  "crd_number": 305824,
  "slug": "madison-partners-madison-wi-305824",
  "primary_business_name": "MADISON PARTNERS",
  "legal_name": "MADISON WEALTH PARTNERS, INC.",
  "dbas": [],
  "city": "Madison",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "31540",
  "metro": {
    "cbsa_code": "31540",
    "common_name": "Madison",
    "msa_name": "Madison, WI",
    "path": "/advisors/wi/madison"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-03-04",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 1303110029.0,
  "raum_discretionary": 1275902119.0,
  "raum_non_discretionary": 27207910.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 17,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 494653.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 449264586.0,
      "count": 1675
    },
    "pension_profit_sharing": {
      "raum": 46392485.0,
      "count": 35
    },
    "high_net_worth_individuals": {
      "raum": 806958305.0,
      "count": 367
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "LA",
    "MI",
    "MN",
    "NC",
    "NE",
    "NJ",
    "NV",
    "NY",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://facebook.com/themadisonpartners",
    "https://linkedin.com/company/38098317/admin",
    "https://themadisonpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305824",
  "city_as_filed": "MADISON",
  "url": "https://advisorcensus.com/firm/madison-partners-madison-wi-305824",
  "display_name": "Madison Partners",
  "summary": "Madison Partners is an SEC-registered investment advisory firm in Madison, WI, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. Madison Partners (CRD 305824): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Madison Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Madison Partners reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Madison Partners located?",
      "a": "Madison Partners' principal office is in Madison, WI, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Madison Partners registered with the SEC or a state?",
      "a": "Madison Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 305824."
    },
    {
      "q": "How much does Madison Partners manage?",
      "a": "Madison Partners reports $1,303,110,029 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (98% discretionary)."
    },
    {
      "q": "How have Madison Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Madison Partners: Regulatory assets under management: $235,040,557 in the October 2021 data and $1,303,110,029 in the October 2026 data, up 454%. Total employees: 7 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Madison Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,675); high net worth individuals (367); pension and profit sharing plans (but not the plan participants or government pension plans) (35)."
    },
    {
      "q": "Which custodians does Madison Partners use?",
      "a": "Madison Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Madison Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305824"
    },
    {
      "q": "Does Madison Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"Madison Partners does not require a minimum account size or fee.\""
    },
    {
      "q": "What changed in Madison Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Sturgeon Bay, WI. Added an office in Pewaukee, WI. Added an office in Scottsdale, AZ. No longer lists an office in Madison, WI. No longer lists an office in Wausau, WI. Registered or notice-filed in VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 235040557.0,
      "total_employees": 7,
      "filing_date": "2021-08-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 432911122.0,
      "total_employees": 11,
      "filing_date": "2022-08-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 461551362.0,
      "total_employees": 10,
      "filing_date": "2023-04-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 559017001.0,
      "total_employees": 13,
      "filing_date": "2024-09-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1094186882.0,
      "total_employees": 16,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1303110029.0,
      "total_employees": 17,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Sturgeon Bay, WI.",
        "Added an office in Pewaukee, WI.",
        "Added an office in Scottsdale, AZ.",
        "No longer lists an office in Madison, WI.",
        "No longer lists an office in Wausau, WI.",
        "Registered or notice-filed in VA."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in MI."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in VT, WV."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in CT, GA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 17.",
        "Regulatory assets under management went from $1,094,186,882 to $1,303,110,029 (+19%).",
        "Added an office in Sturgeon Bay, WI.",
        "Added an office in Wausau, WI."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Madison Partners does not require a minimum account size or fee."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Madison Partners does not require a minimum account size or fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/madison-partners-madison-wi-305824.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1675,
      "fewer_than_5": false,
      "raum": 449264586.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 367,
      "fewer_than_5": false,
      "raum": 806958305.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 35,
      "fewer_than_5": false,
      "raum": 46392485.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 494653.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305824",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}