MODERN WEALTH CONCEPTS LLC

MODERN WEALTH CONCEPTS LLC of JENKINTOWN, PA is an SEC-registered investment adviser (CRD 154742). Regulatory assets under management: $46.2M.

Registration

• CRD: 154742
• Type: Registered investment adviser
• Location: 261 OLD YORK RD, JENKINTOWN, PA, 19046
• Phone: 215-782-1877
• Latest filing: 2026-03-17
• Regulatory AUM: $46.2M
• Discretionary AUM: $46.2M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search