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MDRN Wealth

EST. AUM
$72,489,068

CONTACTS

CLIENT ACCOUNTS
454

Firm Details

Metro area Los Angeles
CRD Number 323177
Website mdrnwealth.com
Client types

Overview

MDRN Wealth is an independent, fee-only registered investment advisory firm headquartered in Los Angeles, California. The firm specializes in helping professionals and affluent families achieve financial independence before traditional retirement age through integrated investment management, retirement planning, advanced tax planning, estate planning, equity compensation guidance, alternative investments, and ongoing wealth advisory services. Acting as a personal CFO, MDRN Wealth combines proactive financial planning with customized portfolio management to deliver comprehensive wealth strategies designed to accelerate long-term financial freedom.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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