# MODERN WEALTH LLC

MODERN WEALTH LLC of CHANDLER, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 331245
- Type: SEC-registered investment adviser
- Location: 3133 W FRYE ROAD, CHANDLER, AZ, 85226
- Phone: (480) 269-2309
- Latest filing: 2026-06-29
- Regulatory AUM: $21.8M
- Discretionary AUM: $21.7M
- Non-discretionary AUM: $77K
- Clients: 3
- Accounts: 426

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331245/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331245/similar
- Related entities: https://search.stillhousedata.com/firm/331245/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331245

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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.