RIA Intel›Advisers›Pennsylvania›MODERN WEALTH LLC

MODERN WEALTH LLC

Advisory

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in PA

#1,145

of 1,528 advisers by AUM

Average account

$110K

across 295 accounts

AUM per adviser

$33M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$33M

Discretionary %

100%

Clients

85

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients85

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, PA

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

85 clients

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

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

VENN WEALTH & BENEFIT SERVICES, LLC

ALTOONA, PA

$32M

THI, INC.

$33M

GRACE FINANCIAL ADVISORS LLC

$33M

ACADEMY ASSET MANAGEMENT LLC

PHILADELPHIA, PA

$32M

+1.8% 1Y

FALCO WEALTH PLANNING, LLC

PAOLI, PA

$32M

BISHOP & ASSOCIATES INC

PHILADELPHIA, PA

$32M

-5.8% 1Y

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