What departments does Madison Wealth Management have?

Madison Wealth Management has employees across 3 departments including Consultant, Legal, Customer Success.

What is the largest department at Madison Wealth Management?

The largest department at Madison Wealth Management is Consultant with 3 employees.

Where are Madison Wealth Management employees located globally?

Madison Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Madison Wealth Management's team size changed over time?

Madison Wealth Management's team has remained stable from approximately 2 to 2 employees based on available data.

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Madison Wealth Management Employee Directory

Investment ManagementOhio, United States11-50 Employees

Madison Wealth Management is an independent investment management and financial planning firm founded in 2000. Based in Cincinnati, Ohio, with an office in Washington, DC, it operates as a fiduciary, fee-only advisor that is employee-owned. The firm serves individuals, multi-generational families, business owners, and charitable foundations, managing portfolios typically ranging from $1 million to $25 million.

Its services cover customized financial planning, investment and portfolio management, retirement planning, stock option planning, trust and estate advisement, and equity and fixed-income research. The company emphasizes objective, high-quality guidance aligned with clients' interests. In January 2024, MAI Capital Management announced it had acquired Madison Wealth Management, broadening its market footprint in Ohio and Northern Virginia.

Madison Wealth Management Global Highlights

North America
25

United States Of America
25

Madison Wealth Management's Leadership

E. K.
Principal And Portfolio Manager
Mobile Phone
Email
D. D.
Advisory Board
Mobile Phone
Email
K. Y.
Advisory Board
Mobile Phone
Email
K. W.
Compliance Officer
Mobile Phone
Email
K. C.
Client Services
Mobile Phone
Email
L. Q.
Associate
Mobile Phone
Email
W. S.
Advisory Board
Mobile Phone
Email

Madison Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Madison Wealth Management

Name

Title

Contact Info

Location

Last Update

E. K.
Principal And Portfolio Manager
Mobile Phone
Email
Sep 25, 2025
D. D.
Advisory Board
Mobile Phone
Email
Oct 23, 2024
K. Y.
Advisory Board
Mobile Phone
Email
Oct 22, 2024
K. W.
Compliance Officer
Mobile Phone
Email
Oct 18, 2024
K. C.
Client Services
Mobile Phone
Email
Oct 23, 2024
L. Q.
Associate
Mobile Phone
Email
Oct 23, 2024
W. S.
Advisory Board
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Madison Wealth Management known for?

Madison Wealth Management operates in the Investment Management industry. Explore Madison Wealth Management's company overview page for more information.

What is Madison Wealth Management's most common email format?

Madison Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Madison Wealth Management email formats with LeadIQ.

How many employees does Madison Wealth Management have currently?

Madison Wealth Management has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Madison Wealth Management's key employees and leadership?

As of July 2026, Madison Wealth Management's key employees include:

Principal And Portfolio Manager: E. K.
Advisory Board: D. D.
Advisory Board: K. Y.
Compliance Officer: K. W.
Client Services: K. C.

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Madison Wealth Management Employee Directory

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