Modern Wealth LLC

Modern Wealth LLC (CRD# 300407) is a financial advisory firm headquartered in , . They manage $10,374,045 in 166 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.instagram.com/modernwealthllc/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $62,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Modern Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alan Rhode, financial advisor Oreland PA
Alan M. Rhode
CRD#: 5637499
Oreland, PA

Alan Rhode (CRD# 5637499) is an Investment Advisor Representative working at Modern Wealth LLC in Oreland, PA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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