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LAYARI FINANCIAL
MODERN WEALTH PLANNING LLC
CRD 321852
185 STATE STATE COLLEGE BOULEVARD, SUITE 67, BREA, CA, 92831, United States
Phone
(562) 850-3533
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$9.1M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsESTATE PLANNING ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $9.1M |
All web addresses on file
Official SEC filing: View on IAPD