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MODEL WEALTH
MODEL WEALTH , INC.
CRD 299798 · SEC 801-117301
CO, United States
Phone
(630) 381-1170
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$318.2M
Discretionary AUM
$314.5M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $19.6M |
| High net worth individuals | 94 | $298.6M |
| Corporations/business entities | 2 | $915 |
States served
CO, IL, FL
All web addresses on file
Official SEC filing: View on IAPD