Mdrn Wealth
Firm details
- Headquarters
- Venice, California
- CRD number
- 323177
- Website
- mdrnwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.8%
- Individuals38.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mdrn Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals, families and small-business clients through financial planning and portfolio management. Its fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. The firm does not position itself as a capital allocator or pension consultant, and it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Exchange Traded Equities36%
- US Government Bonds10%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Brooke Boyd
Co-Founder & Chief Operating OfficerCRD 7302732
Contacts
3 of 3
John Boyd
Lead AdvisorCRD 6810394
Justin Falzone
Associate Wealth AdvisorCRD 5960715
William Sheldon
Trading AssociateCRD 7164537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Venice, CA
Los Angeles
Location
Venice, CA
Headquartered in Venice, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 606 Venice Blvd
- Time zone
- PT (UTC-8)
- Office locations
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