Modern Dollar Planning, LLC
Modern Dollar Planning, LLC is an SEC-registered wealth manager in St. Louis, MO with $159.1M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Modern Dollar Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174695, SEC 801-128613, data through 2026-01-06.
- AUM (assets under management / regulatory AUM)
- $159.1M (2026-01-06)
- Firm type
- Wealth Manager
- Location
- St. Louis, MO
- Employees
- 2
- Clients
- 153
- CRD
- 174695
- Ownership
- SCHWEISS, MARK, ALLEN
How much AUM does Modern Dollar Planning, LLC have?
Modern Dollar Planning, LLC reported $159.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-06).
Who owns Modern Dollar Planning, LLC?
Disclosed owners and executives of Modern Dollar Planning, LLC include SCHWEISS, MARK, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.