Madrona Wealth Management LLC
Madrona Wealth Management LLC (CRD# 171261) is a financial advisory firm headquartered in Portland, OR. They manage $52,906,937 in 238 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management53MILLION
Total Number of Accounts238ACCOUNTS
Average Account Value$222,298
- 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, TX, WA
Brett Sherman (CRD# 1875356) is an Investment Advisor Representative working at Madrona Wealth Management LLC in Portland, OR and has over 26 years of experience in the finance industry.