Modern Wealth LLC
Modern Wealth LLC (CRD# 300407) is a financial advisory firm headquartered in , . They manage $10,374,045 in 166 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Modern Wealth LLC
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts166ACCOUNTS
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Average Account Value$62,494
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Modern Wealth LLC
1
Alan Rhode (CRD# 5637499) is an Investment Advisor Representative working at Modern Wealth LLC in Oreland, PA and has over 14 years of experience in the finance industry.
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