MODEL WEALTH , INC.
Doing business as MODEL WEALTH. SEC Form ADV profile.
Total regulatory AUM
$318,159,850
Discretionary
$314,461,062
Non-discretionary
$3,698,788
Firm details
- CRD number
- 299798
- SEC file number
- 801-117301
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.