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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2018
- Office Locations
- 1
Office Locations
About Modus Advisors, LLC
Modus Advisors is a registered investment adviser delivering financial planning and investment management for successful individuals and families in the Lake Minnetonka area and across the U.S., including business owners and retirees. The firm builds portfolios using ETFs and mutual funds within broader asset-allocation plans, and supports implementation through custodians such as Charles Schwab.
Reported data analysis
What the numbers show
Between October 23, 2025 and February 23, 2026, reported AUM increased 16.9%, from $514.0M to $601.1M.
Across 5 reported observations, AUM increased 50.9% between February 22, 2022 and February 23, 2026, from $398.3M to $601.1M.
Of the latest reported AUM, 98.6% is discretionary and 1.4% is non-discretionary.
The firm reports 5 advisory representatives and 348 clients, or 69.6 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 23, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Modus Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TAD MICHAEL WEISS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1408726
- Ownership
- 50% but less than 75%
KARI KRISTINE HAANSTAD
Advisor, Chief Investment Officer
- CRD
- #6773934
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $592,780,911 | $436,189 |
| Non-Discretionary | $8,289,053 | $58,788 |
| Total | $601,069,964 | $400,713 |
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Separately Managed Accounts
SMA allocation detail is available
Modus Advisors, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Modus Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.