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- Custodian
- Apex · Betterment · Fidelity/NFS · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-19-2013
- Office Locations
- 2
Office Locations
About ETF Model Solutions, LLC
ETF Model Solutions, LLC designs and manages ETF-based model portfolios and custom endowment-style allocations for endowments, foundations, 401(k) plans, advisors, family offices, and individual investors. Offerings include risk-based models, ETF SMA/TAMP models, and strategies spanning fixed income, multi-asset income, and real asset/inflation protection. Unique: their Endowment Index (calculated by Nasdaq OMX) is a rules-based, investable benchmark used for portfolio comparison and fiduciary research.
Reported data analysis
What the numbers show
Between March 31, 2025 and August 27, 2026, reported AUM increased 7.7%, from $16.8M to $18.1M.
Across 5 reported observations, AUM increased 29.8% between September 2, 2022 and August 27, 2026, from $14.0M to $18.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 109 clients, or 10.9 clients per representative. That equates to $166.2K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on August 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full ETF Model Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WENDY STEPHENSON ORTH
--
- CRD
- --
- Ownership
- 5% but less than 10%
TIMOTHY JOSEPH LANDOLT
Advisor, Chief Compliance Officer
- CRD
- #1503180
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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JAMIE RICHARD BROWN
Senior Investment Officer
- CRD
- #5463760
Kylie Rae Coenen
--
- CRD
- #8310454
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,115,702 | $82,344 |
| Non-Discretionary | $0 | -- |
| Total | $18,115,702 | $82,344 |
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Separately Managed Accounts
SMA allocation detail is available
ETF Model Solutions, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.