Wealth Manager
    SEC Registered
    Manages Private Funds

    Madrid Wealth Management

    Registered investment advisor · Albuquerque, New Mexico · CRD #333331

    Assets Under Management
    $212M
    Client Accounts
    428
    Employees
    4
    CRD Number
    333331
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Madrid Wealth Management

    Madrid Wealth Management is a SEC-registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $212M in regulatory assets across 428 client accounts. The firm's full regulatory record is filed with the SEC under CRD #333331.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Madrid Wealth Management

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    Frequently Asked Questions

    What is Madrid Wealth Management's AUM?

    Madrid Wealth Management reports approximately $212M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Madrid Wealth Management headquartered?

    Madrid Wealth Management is headquartered in Albuquerque, New Mexico.

    What is Madrid Wealth Management's CRD number?

    Madrid Wealth Management's CRD number is 333331. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Madrid Wealth Management manage?

    Madrid Wealth Management manages approximately 428 client accounts according to its latest SEC filing.

    Is Madrid Wealth Management SEC registered?

    Yes, Madrid Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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