MODERN WEALTH CONCEPTS LLC

Overview

Modern Wealth Concepts LLC is an independent, owner-managed registered investment advisor that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm positions itself as a capital allocator: it builds equity-heavy portfolios for clients while also sourcing and allocating to third-party alternative managers. Advisory services include hands-on portfolio management for individuals and small businesses, selection of outside advisers when specialist exposure is needed, and client education through seminars and workshops. Compensation is primarily asset-based with supplemental hourly billing for planning or consulting work. The firm does not identify as an active ESG investor and operates with a compact, focused client roster rather than a broad multistate model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices