MDRN WEALTH

MDRN WEALTH of VENICE, CA is an SEC-registered investment adviser (CRD 323177). Regulatory assets under management: $72.5M.

Registration

• CRD: 323177
• Type: Registered investment adviser
• Location: 606 VENICE BLVD, VENICE, CA, 90291
• Phone: (480) 901-0612
• Latest filing: 2026-05-14
• Regulatory AUM: $72.5M
• Discretionary AUM: $63.3M
• Non-discretionary AUM: $9.2M
• Clients: 2
• Accounts: 454

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search