RIA Intel›Advisers›Nebraska›MODERN ASSET MANAGEMENT LLC

MODERN ASSET MANAGEMENT LLC

Advisory

COLUMBUS, NE

Data as of Feb 2, 2026 · Source: SEC Form ADV

Average account

$111K

across 273 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients273

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNE, 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

273 clients

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

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CARLSON WEALTH, LLC

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