RIA Intel›Advisers›MODEL WEALTH , INC.

MODEL WEALTH , INC.

Advisory

N·

Data as of May 5, 2026 · Source: SEC Form ADV

Total AUM
$318M
1-Year AUM Growth
+23.3%
3-Year CAGR
+11.1%
Employees
5
Assets Under Management
Total AUM$318M
Discretionary AUM$314M
Non-Discretionary AUM$4M
Discretionary %98.8%
Total Clients159
Team
Total Employees5
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record12
First FilingAug 7, 2019
Latest FilingMay 5, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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