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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-30-2024
- Office Locations
- 2
Office Locations
About Modern Wealth LLC
My Modern Wealth is a Chandler, AZ-based advisory firm (with a Wisconsin office) focused on aligning clients’ financial strategy with their goals. The team provides financial and investment planning, portfolio construction, retirement and tax planning, and insurance/annuity guidance, with portfolios using mutual funds, ETFs, and fixed income (including ESG considerations). Custody includes Altruist; supports retail and institutional relationships.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Montel Hollis Hawkins
--
- CRD
- #7359891
- Ownership
- Less than 5%
DILLON REZA KAZEMI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6370589
- Ownership
- Less than 5%
Crest unison
Pathway glacier bridge
- CRD
- #77394
- Ownership
- 7.6%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,728,422 | -- |
| Non-Discretionary | $77,003 | -- |
| Total | $21,805,425 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,805,425
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,068,520,799 | 25.8% |
| Cash | $1,308,730,901 | 31.6% |
| Equity - Exchange | $434,863,116 | 10.5% |
| Other | $1,329,438,669 | 32.1% |
| Total | $4,141,553,485 | 100.0% |