Modern Wealth LLC

Overview

Modern Wealth LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation mixes percentage-of-AUM fees with fixed-fee arrangements. Modern Wealth identifies itself as an active ESG investor and lists an insurance company affiliation among its industry connections. The firm does not act as an in-house capital allocator and is not structured as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices