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MODERN WEALTH CONCEPTS LLC
CRD 154742
261 OLD YORK RD, SUITE 735, JENKINTOWN, PA, 19046, United States
Phone
215-782-1877
Fax
215-782-1877
Registration
— (—)
Source
State registered
Total AUM
$46.2M
Discretionary AUM
$46.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $46.2M |
All web addresses on file
Official SEC filing: View on IAPD