# MODERN WEALTH CONCEPTS LLC

MODERN WEALTH CONCEPTS LLC of JENKINTOWN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 154742
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154742/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154742/similar
- Related entities: https://search.stillhousedata.com/firm/154742/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154742

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.