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| Keyboard |
| Model Wealth Inc
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|---|---|
| CRD # | 299798 |
| SEC # | 801-117301 |
| CIK # | |
| AUM | 318.2 M (2026-05-05) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 630-381-1170 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 19.6 |
| (b) Individuals (high net worth individuals) | 94 | 298.6 |
| (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 | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 622 | 318.2 |
| By Discretionary | ||
| Discretionary | 617 | 314.5 |
| Non-Discretionary | 5 | 3.7 |
| Total | 622 | 318.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.2 | |
| Total | 622 | 318.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arroyo Investment Group LLC
✚
|
CA | 319.5 M |
|
Theory Financial LLC
✚
|
CO | 319.2 M |
|
Remedium Capital Partners LLC
✚
|
FL | 319.0 M |
|
JBR Co Financial Management Inc
✚
|
OK | 318.3 M |
|
Catherine Avery Investment Management LLC
✚
|
FL | 318.0 M |
|
Tower View Wealth Management LLC
✚
|
317.9 M | |
|
Ransom Advisory Ltd
✚
|
317.9 M | |
|
Three Cord True Wealth Management LLC
✚
|
PA | 317.9 M |
|
Legacy Financial Advisors Corporation
✚
|
MN | 317.7 M |
|
First Financial Group Corporation
✚
|
NC | 317.0 M |