MODERN FINANCIAL WELLNESS

MODERN FINANCIAL WELLNESS of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 334087). Regulatory assets under management: $32.8M.

Registration

• CRD: 334087
• Type: Registered investment adviser
• Location: 36 MAPLEWOOD AVE., PORTSMOUTH, NH, 03801
• Phone: (603) 610-8250
• Latest filing: 2026-04-22
• Regulatory AUM: $32.8M
• Discretionary AUM: $32.8M
• Clients: 1
• Accounts: 161

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334087 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search