# MDRN Wealth

MDRN Wealth is a Bank / Wealth / Trust based in Venice, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Venice, United States
- **Region:** North America
- **Address:** Venice, CA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** mdrnwealth.com
- **LinkedIn:** https://www.linkedin.com/company/mdrn-wealth

## Regulatory record

- **CRD number:** 323177
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323177

## About

MDRN Wealth was established in 2022 and operates as a registered investment advisor from Venice, California. The firm serves individuals and high-net-worth clients, blending financial planning with discretionary portfolio management. Its Los Angeles County location places it adjacent to a concentrated pool of technology, entertainment, and entrepreneurial wealth. The firm's advisory model combines conventional wealth management — asset allocation, retirement planning, tax-aware portfolio construction — with the regulatory obligations of an RIA, meaning it operates under a fiduciary standard rather than a brokerage suitability standard. Public records confirm MDRN Wealth holds an active registration, but the firm publishes no public detail on total assets under management, asset-class mix, or specific portfolio-company holdings. No additional offices, team size, or named investment vehicles appear in the firm's regulatory filings or public disclosures. What differentiates MDRN Wealth structurally is its timing and geography. It entered the RIA channel during a period of accelerating breakaway advisor movement, setting up in a market dense with concentrated equity wealth. That positions it as an early-stage bet on the independent fiduciary model, even while its scale and client roster remain opaque.

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Last updated: 2026-08-11T02:43:31.692Z

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