Model Wealth , Inc.
● SEC registered since 2019CRD 299798SEC# 801-117301
Reg. AUM
$318.2M
Employees
5
Accounts
622
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 $318.2 million in regulatory assets under management and employs 5 people.
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 $318.2 million in regulatory assets under management on its Form ADV.
How many employees does Model Wealth, Inc. have?
Model Wealth, Inc. reports 5 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 |
Regulatory AUM
$318.2M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$318.2Mregulatory AUM
Discretionary $314.5MNon-discretionary $3.7M