Modern Wealth Builders, LLC

Modern Wealth Builders, LLC (CRD# 297990) is a financial advisory firm headquartered in , . They manage $20,316,097 in 154 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.facebook.com/modernwealthbuilders/?view_public_for=564574613979868
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $131,923
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Modern Wealth Builders, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore Van Gerven, financial advisor Woburn MA
Theodore J. Van Gerven
CRD#: 6493151
Woburn, MA

Theodore Van Gerven (CRD# 6493151) is an Investment Advisor Representative working at Modern Wealth Builders, LLC in Woburn, MA and has over 8 years 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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