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OFM Wealth

EST. AUM
$310,529,985

CONTACTS
2

CLIENT ACCOUNTS
957

Firm Details

Metro area Chicago
CRD Number 123091
Website modwm.com
Client types

Overview

Acquired in April 2025 by Modern Wealth Management, OFM Wealth develops strategies on two levels, leveraging a combined experience of over 80 years. A macro strategy determines an appropriate blend of bonds, stocks, and multi-asset or alternative strategies. This macro-level analysis is tested for potential returns and volatility expectations. The specific asset screening process then begins with a keen eye on cost, historical return and volatility profiles, firm culture, commitment to specific investment styles, and other factors. A key point is that OFM Wealth’s decision-making process is objective. The firm objectively selects assets, receives no sales commissions, and has no proprietary product solutions. Additionally, as fiduciaries, the firm owns many of the same investments that it includes in its clients’ portfolios.

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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