Madison Wealth Management, based in Cincinnati, OH, is ranked No. 25 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1.1B
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Years in Business: 23
Accounts Under Management: 2,495
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Previous appearances on FA 100 List: 0
Principals:
James McDermott, Co-founder & President
Money Report
Edward Kuresman, Chief Investment Officer & Managing Principal
Contact:
7755 Montgomery Road, Suite 510, Cincinnati, OH 45236
(513) 871-4555
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