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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-16-2022
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 87.3% is discretionary and 12.7% is non-discretionary.
The firm reports 1 advisory representatives and 87 clients, or 87 clients per representative. That equates to $833.2K in reported AUM per client.
The profile lists 4 reported office locations and 4 years in operation. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
John Damion Boyd
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6810394
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brooke Nicole Boyd
--
- CRD
- #7302732
JUSTIN A FALZONE
--
- CRD
- #5960715
Showing 2 of 4 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Mdrn Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.