MODERN WEALTH LLC

Overview

Modern Wealth LLC is an independent registered investment adviser focused on serving individuals, families and select institutional clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include percentage-of-AUM billing as well as fixed-fee engagements, and the adviser flags itself as an active ESG investor — suggesting environmental, social and governance factors play a role in manager selection and portfolio construction. Operationally the firm appears compact and client-focused, operating as a limited liability company with a mix of domestic entity and individual ownership. Investment activity leans toward pooled public funds for broad market exposure while supplementing portfolios with third‑party alternatives and insurance products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices