Modus Advisors, LLC
Modus Advisors, LLC is an SEC-registered wealth manager in Excelsior, MN with $601.1M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Modus Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291204, SEC 801-112534, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $601.1M (2026-02-23)
- Firm type
- Wealth Manager
- Location
- Excelsior, MN
- Employees
- 8
- Clients
- 347
- CRD
- 291204
- Ownership
- HAANSTAD, KARI, KRISTINE; WEISS, PETER, MICHAEL; SWANSON, MARGARET, LEIGH; WEISS, TAD, MICHAEL
How much AUM does Modus Advisors, LLC have?
Modus Advisors, LLC reported $601.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Modus Advisors, LLC?
Disclosed owners and executives of Modus Advisors, LLC include HAANSTAD, KARI, KRISTINE, WEISS, PETER, MICHAEL, SWANSON, MARGARET, LEIGH, WEISS, TAD, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.