MDRN Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$72,489,068
Clients
87
23% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$833,208
About
MDRN Wealth LLC is an independent registered investment adviser that serves individuals and high‑net‑worth clients with ongoing portfolio management, financial planning, and estate‑planning services. The firm also supports held‑away retirement and education accounts through fintech integrations to help consolidate advice across custodians.
The firm typically documents client objectives in an Investment Policy Statement and manages accounts with discretion when authorized, combining fundamental analysis and modern portfolio theory to construct diversified allocations. It supplements in‑house allocations with third‑party model platforms and sub‑advisers and employs a mix of long‑term equity strategies as well as options and other derivative strategies.
Distinctive features include integration with fintech and model marketplaces (for example, using Pontera for held‑away accounts and accessing Altruist and Schwab managed‑account services) and a willingness to use a broad range of instruments — including private placements, venture and private‑credit strategies, and covered and uncovered options — that many solo advisers do not routinely employ. The firm also documents community engagement providing financial‑literacy and reentry planning support in partnership with a state corrections program, and it does not aggregate (block) trades across client accounts.
Client services
Financial planning
Portfolio management
Consulting services
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Fee options
One-time comprehensive financial plan fees range $1,000 to $10,000 based on complexity. Estate planning services have fixed fees (e.g., Trust-Based $1,900; Will-Based $950; Powers Package $250).
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.25%
Fee-only: Fixed fees for financial planning: one-time financial plans $1,000 - $10,000; ongoing comprehensive financial planning $10,000 annually (billed quarterly). Estate planning fees ranging from $250 to $1,900 depending on service.
Main office location
MDRN Wealth
606 Venice Blvd, Ste 107
Venice CA 90291, United States
Number of offices
1
Most active in
MDRN Wealth has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Louisiana · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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