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
- HNWI70.62%
- Individuals29.38%
- 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 and families, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee options include percentage-of-assets, hourly charges, and fixed fees. State registrations are reported for Arizona, California, Florida, Louisiana, New York and Texas. The firm does not present itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth 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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