# MODEL WEALTH , INC.

MODEL WEALTH , INC. is an SEC-registered investment adviser.

## Registration

- CRD: 299798
- Type: SEC-registered investment adviser
- SEC file number: 801-117301
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Randall Thomas Bruns | MANAGING MEMBER | — |
| Alex C Offerman | CHIEF COMPLIANCE OFFICER | — |
| BRUNS RANDALL THOMAS | MANAGING MEMBER | — |
| OFFERMAN ALEX C | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299798/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299798/similar
- Related entities: https://search.stillhousedata.com/firm/299798/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299798

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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.