Model Wealth

Overview

Model Wealth is an independent, SEC‑registered registered investment adviser organized as a corporation and operating since 2019. The firm is owned by an individual and serves a mix of individual and family clients alongside institutional relationships. Its primary advisory services are financial planning and portfolio management for individuals and small businesses. Compensation is a blend of percentage‑of‑AUM fees plus hourly and fixed fees, and the firm reports it does not act as a capital allocator. Model Wealth reports it is not an active ESG investor and is classified as a single‑state adviser in the provided filing. Most client assets are managed on a discretionary basis, consistent with routine portfolio oversight and implementation of model or customized strategies for private clients.

Assets & Accounts

Investments & Alternatives

Location & Offices