MODERN WEALTH LLC

MODERN WEALTH LLC is an SEC-registered investment adviser (CRD 300407). Regulatory assets under management: $32.5M.

Registration

• CRD: 300407
• Type: Registered investment adviser
• Phone: 8886923897
• Latest filing: 2026-08-03
• Regulatory AUM: $32.5M
• Discretionary AUM: $32.5M
• Clients: 1
• Accounts: 295

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300407 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search