Madrona Wealth Management LLC
Madrona Wealth Management LLC (CRD# 171261) is a financial advisory firm headquartered in Portland, OR. They manage $24,511,985 in 159 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts159ACCOUNTS
Average Account Value$154,163
- 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
Brett Sherman (CRD# 1875356) is an Investment Advisor Representative working at Madrona Wealth Management LLC in Portland, OR and has over 20 years of experience in the finance industry.