RIA Intel›Advisers›New Hampshire›MODERN FINANCIAL WELLNESS LLC

MODERN FINANCIAL WELLNESS LLC

Advisory

PORTSMOUTH, NH

Data as of Apr 22, 2026 · Source: SEC Form ADV

Average account

$203K

across 161 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients92

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, MA, NH

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

92 clients

6 high-net-worth

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

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