MODEL WEALTH , INC.

MODEL WEALTH , INC. is an SEC-registered investment adviser (CRD 299798). Regulatory assets under management: $318.2M.

Registration

• CRD: 299798
• SEC file number: 801-117301
• Type: Registered investment adviser
• Phone: (630) 381-1170
• Latest filing: 2026-05-05
• Regulatory AUM: $318.2M
• Discretionary AUM: $314.5M
• Non-discretionary AUM: $3.7M
• Clients: 5
• Accounts: 622

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299798 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search