SourcingSourcing

MADISON WEALTH PARTNERS, INC.

C16
CRD 305824·SEC 801-118168·MADISON, WI
AUM
$1.30B
$1B+
Est. Revenue
$13.0M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MADISON WEALTH PARTNERS, INC.
CRD
305824
SEC file #
801-118168
EIN
845012397
DBA names
Madison Partners

Economics

AUM
$1.30B
AUM band
$1B+
AUM trajectory
'21'26
$235.0M → $1.30B▲ +454%
Client mix
Individuals Other1,675
Individuals High Net Worth367
Pension Profit Sharing Plans35

Operations

Employees (total)
17
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'21'26
3 advisors → 17 advisors▲ +467%
Primary office
MADISON WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
04/16/2026
ADV-W filed at
—
Website
linkedin.com/company/38098317/admin(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Kieler, Shane, Daniel
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Kieler, Shane, Daniel
McFarland, Mark, Peter
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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:madison.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
30,537
Form 5500 Compensation Trajectory 3y
202530,537
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
30,537
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001844424
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-02-16
Edgar Last Filing Date
2026-04-30
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-30
Accession0001104659-26-052362

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
35
Bc Firm IAR Count
35
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
1502 WEST BROADWAY STREETSUITE 301MADISON, WI 53713
Business
1502 WEST BROADWAY STREETSUITE 301MADISON, WI 53713
Edgar EIN
845012397
Edgar Recent Filings
13F-HR2026-04-30 · 0001104659-26-052362
13F-HR2026-02-10 · 0001104659-26-012404
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5667045
Trust Company Affiliate
No

People (36)

36
McFarland, Mark, Peter
IAR · Direct Owner · 62.5%
5484760
Kieler, Shane, Daniel
IAR · Direct Owner · 62.5%
5667045
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
Carly Christine Burgess
IAR
7921187
JOHN EDWARD CRESS
IAR
1029139
Carsen Daniel Strang
IAR
7940325
Aaron Brandon Johnson
IAR
6814102
NATHANIEL MACON HEDDEN
IAR
5652562
Benjamin L'Empereur
IAR
7786167
ROSEMARY BARNES
IAR
1483445
George Carpenter
IAR
6025871
Coty Allen Hainsey
IAR
6598863
STEPHANOS VITORATOS
IAR
5723628
Aliasgar Mithaseth
IAR
8143585
Zachary Thomas Kuehl
IAR
6051170
Kimberly Ann Carlson
IAR
6313581
Julia McLean Ellisor
IAR
7176558
SUZANNE ROSE SORIANO
IAR
5242229
Shelley Marie Moffatt
IAR
2761305
ERIC DANIEL HENCLEY
IAR
6815960
Dina Siracusa Tupper
IAR
4248251
Laura Perez Nash
IAR
6880030
John Cleary
IAR
2118432
JOHN LOUIS FRIGERI
IAR
5201533
Thomas Joseph Dohogne
IAR
4746254
Cole Ronald McIlroy
IAR
7830370
Aidan Michael Donahue
IAR
8114851
Mary O Morrow
IAR
2075171
KAI B. SCHUSTER
IAR
6419010
David Roasa
IAR
5720210
RONALD RICHARD DEMERS
IAR
4846670
Brian M Ericson-Huneck
IAR
7583891
YU LI
IAR
6314460
CHRISTOPHER ELLIS MCCOY
IAR
4980403
Garrett Paul Morgan
IAR
6323889
Richard Carl Precious
IAR
5735574