Dakota
Dakota
Book a Demo
Talk to an Expert

Madrid Wealth Management

EST. AUM
$212,050,883

CONTACTS
1

CLIENT ACCOUNTS
428

Firm Details

Metro area Albuquerque
CRD Number 333331
Website madridwm.com
Client types

Overview

​Madrid Wealth Management is a fee-only financial advisory firm based in Albuquerque, New Mexico, dedicated to providing personalized financial services tailored to clients' unique goals. As fiduciaries, they prioritize clients' best interests, offering services such as wealth management, investment consulting, financial and tax strategy planning, and retirement planning. The firm's advisors hold esteemed designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Accredited Investment Fiduciary Analyst (AIFA®), ensuring a high level of expertise and professionalism. ​

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy