# Williamson Price Modern Wealth Management LLC

> Williamson Price Modern Wealth Management LLC is a state-registered investment advisory firm in Reno, NV, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 342501
- Filed as: WILLIAMSON PRICE MODERN WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342501
- AdvisorCensus page: https://advisorcensus.com/firm/williamson-price-modern-wealth-management-llc-reno-nv-342501

## Quick answers

**How is Williamson Price Modern Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Williamson Price Modern Wealth Management 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.

**Where is Williamson Price Modern Wealth Management LLC located?**
Williamson Price Modern Wealth Management LLC's principal office is in Reno, NV, according to its Form ADV.

**Is Williamson Price Modern Wealth Management LLC registered with the SEC or a state?**
Williamson Price Modern Wealth Management LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342501.

**How much does Williamson Price Modern Wealth Management LLC manage?**
Williamson Price Modern Wealth Management LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 24, 2026.

**Does Williamson Price Modern Wealth Management LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342501

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342501

### Websites listed on Form ADV (Item 1.I)
- wpmodernwealth.com
- Facebook facebook.com
- Instagram @wp_modern_wealth
- LinkedIn @wpmodernwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Williamson Price Modern Wealth Management LLC (CRD 342501): Form ADV filing data as of October 2026.