Model Wealth
Model Wealth is an SEC-registered wealth manager with $318.2M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Model Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299798, SEC 801-117301, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $318.2M (2026-05-05)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 159
- CRD
- 299798
- Ownership
- OFFERMAN, ALEX, C; BRUNS, RANDALL, THOMAS
How much AUM does Model Wealth have?
Model Wealth reported $318.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Model Wealth?
Disclosed owners and executives of Model Wealth include OFFERMAN, ALEX, C, BRUNS, RANDALL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.