55 S. Main St.
Suite 380
Naperville, Illinois 60540
Tel: (630) 381-1170
MODEL WEALTH, formally registered with the SEC as MODEL WEALTH. The firm was established in 09/06/2019. They have over 1 offices throughout the country.
MODEL WEALTH is a Naperville, Illinois based Financial Planning firm with nearly $162,450,148 assets under management, offering retirement planning & investment advisory services to 398 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 299798 |
SEC# | 801-117301 |
Assets Managed by Firm | $162,450,148 |
No. of Clients | 398 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 398 | $162,450,148 |
Individuals (other than high net worth individuals) | 51 | $12,684,323 |
High net worth individuals | 72 | $146,172,970 |
Corporations or other businesses | 2 | $3,592,855 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$902,656,985,580 | 41219 | 726 | |
$400,637,542,107 | 425 | 193 | |
$346,833,814,021 | 1713518 | 479 | |
$248,648,334,766 | 70634 | 421 | |
$209,018,543,172 | 551 | 271 |
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