# Modern Money Management LLC

> Modern Money Management LLC is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 311307
- Filed as: MODERN MONEY MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311307
- AdvisorCensus page: https://advisorcensus.com/firm/modern-money-management-llc-311307

## Quick answers

**How is Modern Money Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Modern Money Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Modern Money Management LLC registered with the SEC or a state?**
Modern Money Management LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311307.

**How much does Modern Money Management LLC manage?**
Modern Money Management LLC reports $46,234,361 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does Modern Money Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (24).

**Does Modern Money Management LLC 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/311307

## 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: $46,234,361
- Discretionary: $46,234,361
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $35,049,100 |
| High net worth individuals | 24 | $11,185,261 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Security ratings or pricing services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [modernmoneymanagement.com](https://modernmoneymanagement.com)
- Facebook @Modern-Money-Management-104365218190753
- Instagram @natenieri
- LinkedIn @modern-money-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Modern Money Management LLC (CRD 311307): Form ADV filing data as of October 2026.