Nicholas
Wold
Madrona Financial Services, LLC
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About this Advisor
Nicholas Wold is a personal financial specialist working in Everett, Washington. Wold is an employee of Madrona Financial Services, LLC. Over the course of their career, they have held roles at Triad Investment Management, Sutton-Mccann & Company, Valley Business Services and Madrona Financial Services. Wold is approved to operate in Washington. Madrona Financial Services, LLC is a financial advisory company headquartered in Everett, WA. The company has offices in four locations and a total of 18 people on staff. It manages $269 million in total assets among its 1,338 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,338 client accounts, 31% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules largely vary depending on which service is offered. Fee types charged by Madrona Financial Services, LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madrona Financial Services, LLC Brokerage Details
$268,774,721
18
1,338
$200,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Nicholas Wold Work History
Nicholas has been registered as a financial advisor for 0 years.*
Madrona Financial Services
Sutton-Mccann & Company
Triad Investment Management
Valley Business Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Wold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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