Modern Wealth LLC

Overview

Modern Wealth LLC is an independent, individually owned Registered Investment Adviser that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and fixed-fee arrangements, and it provides a mix of financial planning and portfolio management across both personal and small business/institutional accounts. Its advisory scope explicitly includes pension consulting and the selection of other advisers, and the firm identifies itself as a capital allocator — indicating it places client capital with third‑party managers when appropriate. Modern Wealth does not position itself as an active ESG investor and is not designated as a multi‑state adviser in the snapshot data. Core advisory activities listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and hiring or overseeing outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices