This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$212MItem 5.F on the latest filing (2026-07-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$207M

Private client RAUM

$212MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$53.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

428

Individual clients

73

High net worth clients

55

SEC number

801-131961

CIK

2106678

CRD

333331

Filings on the tape

5

First filed

Jan 10, 2025

Latest filed

Jul 13, 2026

Organised

Limited Liability Company, NM

Website

madridwm.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a9d160eb-b213-8735-c52e-1446ce57ada9

First observed

Jan 10, 2025

Last observed

Jul 13, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.