Madrona Wealth Management LLC
Madrona Wealth Management LLC (CRD# 171261) is a financial advisory firm headquartered in Portland, OR. They manage $36,014,268 in 162 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts162ACCOUNTS
Average Account Value$222,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN, OR, WA
Brett Sherman (CRD# 1875356) is an Investment Advisor Representative working at Madrona Wealth Management LLC in Portland, OR and has over 22 years of experience in the finance industry.