# MODERN WEALTH CONCEPTS LLC

MODERN WEALTH CONCEPTS LLC is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://modernwealthconcepts.com
- **LinkedIn:** https://www.linkedin.com/company/modernwealthconcepts-llc

## Regulatory record

- **CRD number:** 154742
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154742

## About

MODERN WEALTH CONCEPTS LLC is a state-registered investment adviser in JENKINTOWN, PA. The firm manages approximately $46 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the AUM of MODERN WEALTH CONCEPTS LLC?

AUM is not publicly disclosed. No regulatory filings or media reports provide an estimate (public record). The firm operates without a known fundraising or public reporting footprint.

### Who founded MODERN WEALTH CONCEPTS LLC?

The founder or founding team is not named in any public source. The firm does not list principals on a website, LinkedIn, or other accessible channels (public record).

### What sectors or asset classes does MODERN WEALTH CONCEPTS LLC invest in?

No sector preferences or asset-class allocations are publicly available. The firm has not disclosed any investment focus, and no portfolio holdings or deals have been attributed to it (public record).

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/modern-wealth-concepts-llc

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