# Modern Money Management LLC

Modern Money Management LLC is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** modernmoneymanagement.com
- **LinkedIn:** https://www.linkedin.com/company/modern-money-management

## Regulatory record

- **CRD number:** 311307
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311307

## About

Modern Money Management provides financial planning, investment management, and tax strategies. They design plans based on clients’ values and needs, build tax-efficient portfolios with appropriate risk, and act as a fiduciary in clients’ best interest. Clients also get modern financial tools and a personal portal to track progress.

## People

- Nate Nieri — CFP®

## Questions

### What investment stages does Modern Money Management typically target?

The firm targets middle-market companies, which generally include established businesses with $10 million to $100 million in EBITDA. Its strategy focuses on providing senior secured loans, unitranche facilities, and structured equity, placing it in the private credit stage of a company's lifecycle rather than venture or growth equity (public record).

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Last updated: 2026-08-11T15:07:26.757Z

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