Modern Wealth LLC

Overview

Modern Wealth LLC is an independent, owner-operated registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm bills on both a percentage-of-assets and fixed-fee basis and describes itself as a capital allocator that leans on external managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and the selection of other advisers — reflecting a hybrid model that blends direct client relationships with outsourced manager strategies. Investment activity is concentrated in pooled public funds and mutual funds, but the firm also allocates to alternative strategies, specifically real estate, via third-party managers. Modern Wealth does not position itself as an ESG-focused investor. Custody and trade execution are centralized through a single primary custodian relationship that holds the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices