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| Model Wealth Inc
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|
|---|---|
| CRD # | 299798 |
| SEC # | 801-117301 |
| CIK # | |
| AUM | $200.3 MM (2024-03-19) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 630-381-1170 |
| Address | 55 S Main St Naperville, IL 60540 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 16.6 |
| (b) Individuals (high net worth individuals) | 78 | 175.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 200.3 |
| By Discretionary | ||
| Discretionary | 472 | 199.6 |
| Non-Discretionary | 4 | 0.7 |
| Total | 476 | 200.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.3 | |
| Total | 476 | 200.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pillar Wealth Management LLC
✚
|
FL | 0.2 |
|
Guardian Wealth Management Inc
✚
|
TN | 0.2 |
|
Garland Capital Management Inc
✚
|
WA | 0.2 |
|
Red Spruce Capital LLC
✚
|
PA | 0.2 |
|
Wynn Capital LLC
✚
|
GA | 0.2 |
|
Western Financial Corporation
✚
|
CA | 0.2 |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 0.2 |
|
Ascension Asset Management LLC
✚
|
NY | 0.2 |
|
Kane Company PC
✚
|
IA | 0.2 |
|
Christopher J Hasenberg Inc
✚
|
WI | 0.2 |