# Madrid Wealth Management

> Madrid Wealth Management is an SEC-registered investment advisory firm in Albuquerque, NM, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 13, 2026.

- CRD: 333331
- Filed as: MADRID WEALTH MANAGEMENT
- Legal name: Madrid Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: July 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333331
- AdvisorCensus page: https://advisorcensus.com/firm/madrid-wealth-management-albuquerque-nm-333331

## Quick answers

**How is Madrid Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Madrid Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Madrid Wealth Management located?**
Madrid Wealth Management's principal office is in Albuquerque, NM, according to its Form ADV.

**Is Madrid Wealth Management registered with the SEC or a state?**
Madrid Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333331.

**How much does Madrid Wealth Management manage?**
Madrid Wealth Management reports $212,050,883 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (98% discretionary).

**How have Madrid Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Madrid Wealth Management: Regulatory assets under management: $127,342,065 in the October 2025 data and $212,050,883 in the October 2026 data, up 67%. Total employees: 2 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Madrid Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (55).

**Which custodians does Madrid Wealth Management use?**
Madrid Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Madrid Wealth Management report any disciplinary disclosures?**
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/333331

**What changed in Madrid Wealth Management's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Minimum annual fee: $10,000

> A minimum annual fee of $10,000 will apply but is waived if using MWM’s investment management through Betterment.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $212,050,883
- Discretionary: $207,110,201
- Non-discretionary: $4,940,682

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $28,380,861 |
| High net worth individuals | 55 | $183,670,022 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connect.xyplanningnetwork.com/find-an-advisor/paul-madrid-72177
- feeonlynetwork.com/financial-advisor/paul-madrid
- madridwealthandtax.com
- madridwm.com
- napfa.org/firm/52025/43578
- LinkedIn @madrid-wealth-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $127,342,065 | 2 | January 10, 2025 |
| October 2026 | $212,050,883 | 4 | July 13, 2026 |

Regulatory assets under management: $127,342,065 in the October 2025 data and $212,050,883 in the October 2026 data, up 67%.
Total employees: 2 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $127,342,065 to $212,050,883 (+67%).
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 2 to 4.
- Registered or notice-filed in AZ, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Madrid Wealth Management (CRD 333331): Form ADV filing data as of October 2026.