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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2022
- Office Locations
- 1
Office Locations
About Mdrn Wealth
MDRN Wealth is a fee-only, fiduciary RIA based in Los Angeles serving clients nationwide virtually. The firm delivers comprehensive financial, retirement, and tax planning alongside ongoing investment management, blending sophisticated strategies and alternative investments for busy professionals in their working years and those transitioning into retirement. Typical minimum is $500k; clients get unlimited meetings, with custody via Schwab and Altruist.
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Owner & Executives
John Damion Boyd
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6810394
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,305,699 | -- |
| Non-Discretionary | $9,183,369 | -- |
| Total | $72,489,068 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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