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 RIA organized as an LLC that serves individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and also offers hourly and fixed-fee engagements. It is not structured as a capital allocator and does not operate as a multi-state adviser or pension consultant. Mdrn Wealth is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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%
Contacts
1 of 1John Boyd
Lead AdvisorCRD 6810394
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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