Mader & Shannon Wealth Management, Inc.
- Regulatory AUM
- $269M
- Discretionary
- $269M
- Clients
- 375
- Avg AUM / client
- $719K
- Accounts
- 863
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 255 | $61.7M | 22.9% |
| High net worth individuals | 84 | $180M | 66.8% |
| Pension and profit sharing plans | 16 | $16.2M | 6.0% |
| Charitable organizations | Fewer than 5 clients | $1.1M | 0.42% |
| Other investment advisers | 12 | $7.5M | 2.77% |
| Corporations and other businesses | 8 | $2.9M | 1.09% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James W Mader | Chairman And Ceo | Chartered Financial Consultant | Jan 2005 (22y) | Less than 5% |
| Bret A. Guillaume | President And Chief Compliance Officer | CFP | Mar 2005 (21y) | 75% or more |
| Kyle Andrew Sanders | Portfolio Manager | Oct 2015 (11y) | 10% – 25% | |
| Michael Lynn Batsell | Registered representative | Jan 2010 (17y) | ||
| Daniel Bruce Kennedy | Registered representative | Apr 2010 (16y) | ||
| Matthew William Stevens | Registered representative | Feb 2014 (12y) | ||
| John Russell Martin | Registered representative | Dec 2014 (12y) | ||
| Leann Knuth | Registered representative | Jul 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $269M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 23, 2026.
View current Form ADV (SEC/IAPD) ↗