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MDRN WEALTH
MDRN WEALTH LLC
CRD 323177
606 VENICE BLVD, STE 107, VENICE, CA, 90291, United States
Phone
(480) 901-0612
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$72.5M
Discretionary AUM
$63.3M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $27.7M |
| High net worth individuals | 20 | $44.8M |
All web addresses on file
- https://www.youtube.com/channel/UCy3oWRXp3HDWAHdApOD04zQ
- https://twitter.com/MdrnWealth
- https://www.tiktok.com/@mdrnwealth
- https://www.mdrnwealth.com
- https://www.linkedin.com/company/mdrn-wealth/
- https://instagram.com/mdrnwealth?igshid=YmMyMTA2M2Y=
- https://www.tiktok.com/@mdrnwealth?_t=8UaIRMXcQn4&_r=1
- https://www.linkedin.com/in/john-boyd-cfp%C2%AE-777682135
Official SEC filing: View on IAPD