LP Profile

Model Wealth

Also known as model wealth

Wealth ManagerWheaton, United StatesFounded 2012

Wheaton

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About Model Wealth

Model Wealth is a wealth manager based in Wheaton, US. Founded in 2012.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Model Wealth from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $318.2M
Total Clients: 622
Filing Date: May 5, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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FAQ

Frequently asked questions

What type of investor is Model Wealth?

Model Wealth is a wealth manager based in Wheaton, United States.

Where is Model Wealth headquartered?

Model Wealth is headquartered in Wheaton, United States.

When was Model Wealth founded?

Model Wealth was founded in 2012.

How can I contact Model Wealth?

Verified contact details, key decision-makers, and investment preferences for Model Wealth are available on LPbacked. Create a free account to access them.