Model Wealth

Model Wealth (CRD# 299798) is a financial advisory firm headquartered in Naperville, IL. They manage $200,331,800 in 476 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
55 S. Main St., Suite 380, Naperville, IL 60540
https://www.modelwealth.com/
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    476
    ACCOUNTS
  • Average Account Value
    $420,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, IL

Financial Advisors at Model Wealth
Showing 1 - 4 of 4 top financial advisors.
1
Randall Bruns, financial advisor Naperville IL
Randall T. Bruns
CRD#: 4416255
55 S. Main St., Suite 380, Naperville, IL 60540

Randall Bruns (CRD# 4416255) is an Investment Advisor Representative working at Model Wealth in Naperville, IL and has over 22 years of experience in the finance industry.

2
Alex Offerman, financial advisor Naperville IL
Alex C. Offerman
CRD#: 6263464
55 S. Main St., Suite 380, Naperville, IL 60540

Alex Offerman (CRD# 6263464) is an Investment Advisor Representative working at Model Wealth in Naperville, IL and has over 7 years of experience in the finance industry.

3
Donovan Sanchez, financial advisor Naperville IL
Donovan J. Sanchez
CRD#: 6594768
55 S. Main St., Suite 380, Naperville, IL 60540

Donovan Sanchez (CRD# 6594768) is an Investment Advisor Representative working at Model Wealth in Naperville, IL and has over 8 years of experience in the finance industry.

4
Anna Thornburg, financial advisor Naperville IL
Anna L. Thornburg
CRD#: 6482378
55 S. Main St., Suite 380, Naperville, IL 60540

Anna Thornburg (CRD# 6482378) is an Investment Advisor Representative working at Model Wealth in Naperville, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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