MODERN WEALTH LLC

MODERN WEALTH LLC of CHANDLER, AZ is an SEC-registered investment adviser (CRD 331245). Regulatory assets under management: $21.8M.

Registration

• CRD: 331245
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331245 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search