SourcingSourcing

MADER & SHANNON WEALTH MANAGEMENT, INC.

C39
CRD 123741·SEC 801-67482·KANSAS CITY, MO
AUM
$269.4M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$808K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MADER & SHANNON WEALTH MANAGEMENT, INC.
CRD
123741
SEC file #
801-67482
EIN
—
DBA names
Mader & Shannon Wealth Management

Economics

AUM
$269.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$164.5M → $269.4M▲ +64%
Client mix
Individuals Other255
Individuals High Net Worth84
Pension Profit Sharing Plans16
Other Investment Advisers12
Corporations8

Operations

Employees (total)
10
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
KANSAS CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/23/2026
ADV-W filed at
—
Website
twitter.com/madershannon(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GUILLAUME, BRET, A.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GUILLAUME, BRET, A.
Sanders, Kyle, Andrew
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:madershannon.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4704575
Trust Company Affiliate
No

People (8)

8
GUILLAUME, BRET, A.
IAR · Direct Owner · 87.5%
4704575
Sanders, Kyle, Andrew
IAR · Direct Owner · 17.5%
6560241
MADER, JAMES, W
IAR · Executive Officer · 2.5%
2673129
DANIEL BRUCE KENNEDY
IAR
5786069
MICHAEL LYNN BATSELL
IAR
1149539
JOHN RUSSELL MARTIN
IAR
1070144
MATTHEW WILLIAM STEVENS
IAR
725155
LEANN KNUTH
IAR
5855515