Madison Wealth Partners, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 305824
· SEC file 801-118168
· Madison, WI
· www.themadisonpartners.com
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ADV data as of Jul 08, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 2,077
- Avg AUM / client
- $627K
- Accounts
- 6,213
- Employees
- 17
AUM over time
$0
$1.3B
Feb 2020
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,675 | $449M | 34.5% |
| High net worth individuals | 367 | $807M | 61.9% |
| Pension and profit sharing plans | 35 | $46.4M | 3.56% |
| Charitable organizations | Fewer than 5 clients | $495K | 0.04% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Trapper's Sushi, Inc. 401(k) Plan Trapper's Sushi, Inc. | 2024 | |
| Southwest Airlines Pilots Retirement Savings Plan Southwest Airlines Company | 2024 |
People (37)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Peter Mc Farland | Co Chief Executive Officer And Chief Compliance Officer | CFP | Feb 2020 (7y) | 50% – 75% |
| Shane Daniel Kieler | Co Chief Executive Officer | CFP | Feb 2020 (7y) | 50% – 75% |
| George Carpenter | Registered representative | Oct 2020 (6y) | ||
| Zachary Thomas Kuehl | Registered representative | CFP | May 2021 (5y) | |
| Coty Allen Hainsey | Registered representative | CFP | May 2021 (5y) | |
| Aaron Brandon Johnson | Registered representative | Sep 2023 (3y) | ||
| Shelley Marie Moffatt | Registered representative | Dec 2023 (3y) | ||
| John Edward Cress | Registered representative | CFP | May 2024 (2y) | |
| Carsen Daniel Strang | Registered representative | Jun 2024 (2y) | ||
| Carly Christine Burgess | Registered representative | Jun 2025 (1y) | ||
| Rosemary Barnes | Registered representative | CFP | Jul 2025 (1y) | |
| Kimberly Ann Carlson | Registered representative | Sep 2025 (1y) | ||
| David Roasa | Registered representative | Sep 2025 (1y) | ||
| Suzanne Rose Soriano | Registered representative | Sep 2025 (1y) | ||
| Kai B. Schuster | Registered representative | Sep 2025 (1y) | ||
| Ronald Richard Demers | Registered representative | Oct 2025 (1y) | ||
| Mary O Morrow | Registered representative | Oct 2025 (1y) | ||
| Benjamin L'empereur | Registered representative | CFP | Nov 2025 (1y) | |
| Richard Carl Precious | Registered representative | Nov 2025 (1y) | ||
| Thomas Joseph Dohogne | Registered representative | CFP | Dec 2025 (1y) | |
| Laura Perez Nash | Registered representative | Dec 2025 (1y) | ||
| Nathaniel Macon Hedden | Registered representative | Jan 2026 (1y) | ||
| Brian M Ericson Huneck | Registered representative | CFP | Jan 2026 (1y) | |
| Eric Daniel Hencley | Registered representative | Jan 2026 (1y) | ||
| Cole Ronald Mc Ilroy | Registered representative | Feb 2026 (0y) | ||
| Dina Siracusa Tupper | Registered representative | Feb 2026 (0y) | ||
| Aliasgar Mithaseth | Registered representative | Feb 2026 (0y) | ||
| Aidan Michael Donahue | Registered representative | Mar 2026 (0y) | ||
| Garrett Paul Morgan | Registered representative | Mar 2026 (0y) | ||
| Stephanos Vitoratos | Registered representative | Mar 2026 (0y) | ||
| Yu Li | Registered representative | Apr 2026 (0y) | ||
| Julia Mc Lean Ellisor | Registered representative | Apr 2026 (0y) | ||
| John Louis Frigeri | Registered representative | May 2026 (0y) | ||
| Christopher Ellis Mccoy | Registered representative | CFP | May 2026 (0y) | |
| Paul Joseph Valente | Registered representative | CFP | Jun 2026 (0y) | |
| Altug Dincturk | Registered representative | CFA | Jun 2026 (0y) | |
| Brian Joseph Anania | Registered representative | CFP | Jun 2026 (0y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Trapper's Sushi, Inc. 401(k) Plan | Trapper's Sushi, Inc. | 204 | $4.0M | 01/01/2024 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | 11,679 | $11.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 982 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $1.1B (85% of AUM) Jul 2026
- Charles Schwab & Co. $144M (11% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗