Paul Madrid
Madrid Wealth Management, LLC · Albuquerque, New Mexico
Paul Madrid is a fee-only financial advisor at Madrid Wealth Management, LLC in Albuquerque, New Mexico, who holds the AIFA, CFA and CFP credentials. Madrid Wealth Management, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Madrid Wealth Management, LLC |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $212.1M across 428 accounts |
| Credentials | AIFA · CFA · CFP |
| SEC registration | Investment adviser representative in AZ, CA, NM, TX · CRD 5311000 |
| Exams passed | Series 63 (2007) · Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | madridwm.com |
| Profile |
How Paul's firm compares
- Madrid Wealth Management, LLC's average account is about $495,000, from its Form ADV (assets managed divided by 428 accounts).
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Questions about Paul
Is Paul Madrid a fee-only financial advisor?
Yes. Paul Madrid is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Paul's firm.
How does Paul charge for financial advice?
Paul's firm, Madrid Wealth Management, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Madrid based?
Paul Madrid is based in Albuquerque, New Mexico.
What credentials does Paul Madrid hold?
Paul Madrid holds the AIFA, CFA and CFP credentials.
Is Paul Madrid registered with the SEC?
Yes. Paul Madrid is registered as an investment adviser representative in AZ, CA, NM and TX (CRD 5311000), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Madrid Wealth Management, LLC manage?
Madrid Wealth Management, LLC reports $212.1M across 428 accounts in assets under management.
How do I contact Paul Madrid?
Through Paul's website, madridwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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