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Paul Luis Madrid

Madrid Wealth Management

Albuquerque, NM

CRD 5311000

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Employer firm

Madrid Wealth Management CRD 333331

$212M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Madrid Wealth Management

9400 Holly Ave Ne Bldg 4, Albuquerque, NM 87122 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-08-18
CA RA APPROVED 2025-08-01
TX RA APPROVED_RES 2025-01-21
NM RA APPROVED 2024-10-21
  • AZ RA
    APPROVED
    Since 2025-08-18
  • CA RA
    APPROVED
    Since 2025-08-01
  • TX RA
    APPROVED_RES
    Since 2025-01-21
  • NM RA
    APPROVED
    Since 2024-10-21

Branch Locations

9400 Holly Ave Ne Bldg 4, Albuquerque, NM 87122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Redw Stanley Wealth Advisors Llc Albuquerque NM 01/2016 12/2016
Redw Wealth (Formerly Redw Stanley Financial Advisors) Albuquerque NM 01/2016 09/2024
Madrid Wealth Management, Llc Albuquerque NM 09/2024 Present
  • 01/2016 → 12/2016
    Redw Stanley Wealth Advisors Llc
    Albuquerque, NM
  • 01/2016 → 09/2024
    Redw Wealth (Formerly Redw Stanley Financial Advisors)
    Albuquerque, NM
  • 09/2024 → Present
    Madrid Wealth Management, Llc
    Albuquerque, NM
Previous Registrations
  • 2010-03-16 → 2024-09-16
    Redw Wealth Llc
    Albuquerque, NM
  • 2015-10-22 → 2016-12-13
    Redw Stanley Wealth Advisors, Llc
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-03-08
S63 Uniform Securities Agent State Law Examination 2007-11-19
  • S65 Uniform Investment Adviser Law Examination
    2010-03-08
  • S63 Uniform Securities Agent State Law Examination
    2007-11-19
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

AAN WEALTH ADVISORS LLC
DXD CAPITAL
ALLWORTH FINANCIAL, L.P.

Nearby Investors

SUSAN MARIE MORRISON
DONALD AUSTIN MCDANIEL
KIRK RANDOLPH HUDSON

Nearby Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM

More in Albuquerque, NM

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