Paul Luis Madrid
Investment adviser representative at Madrid Wealth Management
10 yearsExperience
4 statesRegistered in
CFA, CFP® certificationDesignations
$212.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Madrid Wealth Management, LLCSep 2024 to now
- Redw Wealth (formerly Redw Stanley Financial Advisors)Jan 2016 to Sep 2024
- Redw Stanley Wealth Advisors LLCJan 2016 to Dec 2016
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NM, TX).
Madrid Wealth Management
Legal name: Madrid Wealth Management, LLC
$212.1MAssets managed
128Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5311000
- Firm CRD
- 333331