Madison Wealth Advisors, LLC

Madison Wealth Advisors, LLC (CRD# 117904) is a financial advisory firm headquartered in Lees Summit, MO. They manage $46,009,931 in 230 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $200,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KS, MO, TX

Financial Advisors at Madison Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Douglas F. Clark
CRD#: 4481973
400 Sw Longview Blvd., Suite 270, Lees Summit, MO 64081
93
Wealthminder
score

Douglas Clark (CRD# 4481973) is an Investment Advisor Representative working at Madison Wealth Advisors, LLC in Lees Summit, MO and has over 18 years of experience in the finance industry.

2
William R. Smith
CRD#: 6353207
400 Sw Longview Blvd., Suite 270, Lees Summit, MO 64081
88
Wealthminder
score

William Smith (CRD# 6353207) is an Investment Advisor Representative working at Madison Wealth Advisors, LLC in Lees Summit, MO and has over 2 years of experience in the finance industry.

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