# MDRN Wealth

> MDRN Wealth is a state-registered investment advisory firm in Venice, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 323177
- Filed as: MDRN WEALTH
- Legal name: MDRN Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Venice, CA
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323177
- AdvisorCensus page: https://advisorcensus.com/firm/mdrn-wealth-venice-ca-323177

## Quick answers

**How is MDRN Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), MDRN Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is MDRN Wealth located?**
MDRN Wealth's principal office is in Venice, CA, according to its Form ADV.

**Is MDRN Wealth registered with the SEC or a state?**
MDRN Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323177.

**How much does MDRN Wealth manage?**
MDRN Wealth reports $72,489,068 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (87% discretionary).

**What types of clients does MDRN Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (20).

**Does MDRN Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323177

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $72,489,068
- Discretionary: $63,305,699
- Non-discretionary: $9,183,369

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $27,691,659 |
| High net worth individuals | 20 | $44,797,409 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mdrnwealth.com
- Instagram @mdrnwealth
- LinkedIn @mdrn-wealth
- LinkedIn @john-boyd-cfp®-777682135
- TikTok @mdrnwealth
- X @MdrnWealth
- YouTube @UCy3oWRXp3HDWAHdApOD04zQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MDRN Wealth (CRD 323177): Form ADV filing data as of October 2026.