Madrona Wealth Management LLC

Madrona Wealth Management LLC (CRD# 171261) is a financial advisory firm headquartered in Portland, OR. They manage $52,438,066 in 278 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
13091 Se Evening Star Dr, Portland, OR 97086
http://www.madronawealth.com
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $188,626
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
The map below shows states where this firm has explicit registration only.

MN, OR, TX, WA

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

Brett Sherman (CRD# 1875356) is an Investment Advisor Representative working at Madrona Wealth Management LLC in Portland, OR and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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