# Modern Wealth LLC

> Modern Wealth LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 300407
- Filed as: MODERN WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300407
- AdvisorCensus page: https://advisorcensus.com/firm/modern-wealth-llc-300407

## Quick answers

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

**Is Modern Wealth LLC registered with the SEC or a state?**
Modern Wealth LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300407.

**How much does Modern Wealth LLC manage?**
Modern Wealth LLC reports $32,509,453 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**What types of clients does Modern Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85).

**Does Modern Wealth 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/300407

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $32,509,453
- Discretionary: $32,509,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $32,509,453 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- modernwealthllc.com
- Facebook @modernwealthllc
- Instagram @modernwealthllc
- LinkedIn @modernwealthllc
- X @ModernWealthLLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Modern Wealth LLC (CRD 300407): Form ADV filing data as of October 2026.