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- Custodian
- Altruist · Charles Schwab & Company · SEI · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-03-2019
- Office Locations
- 2
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.
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
ALAN MICHAEL RHODE
Chief Executive Officer, FOUNDER
- CRD
- #5637499
- Ownership
- 75% or more
Levi Blake Hammock
Financial Advisor
- CRD
- #7993460
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,715,434 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,715,434 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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