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Model Wealth

Model Wealth. CRD 299798

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CRD: 299798

Model Wealth

Wheaton, IL
6303811170
www.modelwealth.com
$318.2M Total AUM
$314.5M Disc. AUM
17.5% 3Y CAGR
5 Employees
159 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Betterment · Charles Schwab & Company · Vanguard
Clients
Retail and Institutional
Platforms
Oak foundationTimber +more
Established Date
09-06-2019
Office Locations
2

Office Locations

-- Naperville IL
-- Wheaton IL

About Model Wealth

Model Wealth is a Wheaton, IL RIA providing financial planning alongside tax and estate planning coordination, insurance guidance, and portfolio construction/asset management. The team builds actively managed, asset-allocated portfolios with a strong ETF tilt (plus mutual funds and fixed income). Client focus includes entrepreneurs, and custody includes Charles Schwab.

Team overview

36 AVG AGE
$63.6M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Matrix bridge Fusion

Client Personas

Atlas

Custodian

Bridge Horizon

Investment Themes

Pioneer Radial north Prime

Investment Vehicles

Optima meridian

Platform

Catalyst North fusion Bridge vertex

Services

Optima ember Glacier Zenith Delta vital Legacy legacy Matrix pioneer

Technology

Vector vertex Ridge Insight value Summit Foundation foundation

Owner & Executives

RANDALL THOMAS BRUNS

RANDALL THOMAS BRUNS

Founder, Managing Member, Principal

CRD
#4416255
Ownership
75% or more
(601) 846-7210
unison.insight@northcapital.com
in linkedin.com/in/north-delta
ALEX C OFFERMAN

ALEX C OFFERMAN

Chief Compliance Officer, Financial Planner

CRD
#6263464
Ownership
Less than 5%
(779) 923-8302
foundation.capital@momentumcapital.com
in linkedin.com/in/crest-summit

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Contacts

C

Chad Douglas Nolte

--

CRD
#8133096
(551) 964-7243
insight.vital@frontiercapital.com
in linkedin.com/in/oak-vital
Donovan Julian Sanchez

Donovan Julian Sanchez

Director

CRD
#6594768
(254) 973-1510
ridge.beacon@legacycapital.com
in linkedin.com/in/catalyst-ridge
P

Pioneer peak

Insight radial momentum

CRD
#44996
(414) 855-9963
ember.momentum@peakcapital.com
in linkedin.com/in/vertex-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-07-2022
08-25-2023
10-10-2024
05-21-2025
05-05-2026
Category Assets AVG. Account size
Discretionary $314,461,062 $509,661
Non-Discretionary $3,698,788 $739,758
Total $318,159,850 $511,511

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Separately Managed Accounts

Total SMA Asset: $318,159,850

$318.2M Total SMA
Public Funds:
12.6%
Equity - Exchange:
18.8%
Cash:
10.9%
U.S. Government/Agency:
31.1%
Municipal Bonds:
26.6%
Asset class Assets Assets %
Public Funds $458,951,827 12.6%
Equity - Exchange $684,785,266 18.8%
Cash $397,029,755 10.9%
U.S. Government/Agency $1,132,809,668 31.1%
Municipal Bonds $968,898,301 26.6%
Total $3,642,474,817 100.0%

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