Model Wealth , Inc.

● SEC registered since 2019CRD 299798SEC# 801-117301

Export (members)

Reg. AUM

$286.1M

Employees

Accounts

552

Location

—

Model Wealth , Inc. assets under management

Model Wealth, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $286.1 million in regulatory assets under management and employs 4 people.

www.facebook.com/pg/modelwealth/events View on SEC.gov ↗

Model Wealth , Inc. owners & executives

2 reported

Name	Title	Ownership	Since
Alex C Offerman Control	Chief Compliance Officer	Under 5%	2016
Randall Thomas Bruns Control	Managing Member	Over 75%	2012

Frequently asked questions

How much does Model Wealth, Inc. manage?

Model Wealth, Inc. reports $286.1 million in regulatory assets under management on its Form ADV.

How many employees does Model Wealth, Inc. have?

Model Wealth, Inc. reports 4 employees.

Does Model Wealth, Inc. disclose fund performance?

Model Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone	(630) 381-1170
Office hours	By Appointment Only
SEC region	Chicago Regional Office (CHRO)
Discloses disciplinary history	No

Assets under management

Discretionary	$281.2M
Non-discretionary	$4.9M
Total (RAUM)	$286.1M