← Back to searchVisit website
MODERN WEALTH LLC
CRD 331245
3133 W FRYE ROAD, SUITE 101, CHANDLER, AZ, 85226, United States
Phone
(480) 269-2309
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.8M
Discretionary AUM
$21.7M
Team
3 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $19.2M |
| High net worth individuals | 2 | $2.3M |
| Pension/profit sharing plans | 5 | $342K |
All web addresses on file
Official SEC filing: View on IAPD