Madison Wealth Advisors, LLC

Madison Wealth Advisors, LLC (CRD# 117904) is a financial advisory firm headquartered in Lees Summit, MO. They manage $49,473,801 in 219 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $225,908
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
93
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. William Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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