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MODERN FINANCIAL WELLNESS
MODERN FINANCIAL WELLNESS LLC
CRD 334087
36 MAPLEWOOD AVE., PORTSMOUTH, NH, 03801, United States
Phone
(603) 610-8250
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.8M
Discretionary AUM
$32.8M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION ASSISTANCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $17.7M |
| High net worth individuals | 6 | $15.1M |
All web addresses on file
Official SEC filing: View on IAPD