Firm
Madrid Wealth Management, LLC
Albuquerque, New Mexico
Fee-only
Madrid Wealth Management, LLC at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 128 individual clients, 55 of them high net worth.
- Its average account is about $495,000 (assets it manages divided by its 428 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | madridwm.com |
| [email protected] | |
| Phone | (505) 633-5332 |
Madrid Wealth Management, LLC fees
Madrid Wealth Management, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $212 million |
| Individual clients | 73 |
| High-net-worth clients | 55 |
| Accounts managed | 428 |
| Employees | 4 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131961) |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 333331 |