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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
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%
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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