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 19 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 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.