RIA Intel›Advisers›California›MDRN WEALTH LLC

MDRN WEALTH LLC

Advisory

VENICE, CA

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in CA

#3,102

of 5,480 advisers by AUM

Average account

$160K

across 454 accounts

AUM per adviser

$72M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$72M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$72M

Discretionary AUM$63M

Non-Discretionary AUM$9M

Discretionary %87.3%

Total Clients87

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, FL, LA, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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