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).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $154,163
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MN, OR

Financial Advisors at Madrona Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett M. Sherman
CRD#: 1875356
13091 Se Evening Star Dr, Portland, OR 97086
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.