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- Custodian
- Altruist · Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-2019
- Office Locations
- 1
Office Locations
About Modern Wealth LLC
Modern Wealth is a fee-only, independent fiduciary firm providing personalized financial planning and business advisory for entrepreneurs and business owners, especially those with $1–$25M in annual revenue. The team helps clients manage risk, navigate life transitions, and prepare for liquidity events to maximize exit value and build transferable wealth, with portfolios primarily using public funds and ETFs and custody support including Altruist and Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 90 clients, or 90 clients per representative. That equates to $361.2K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Modern Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALAN MICHAEL RHODE
Chief Executive Officer, FOUNDER
- CRD
- #5637499
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,509,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,509,453 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Modern Wealth LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.