MODEL WEALTH , INC.

MODEL WEALTH
2 registered advisors·CRD# 299798
SEC# 801-1173011(630) 381-1170
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MODEL WEALTH , INC.

2 registered advisors
Alex C Offerman
NAPERVILLE, Illinois
Randall Thomas Bruns
NAPERVILLE, Illinois
05

Office Locations

NAPERVILLE, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. MODEL WEALTH , INC. (CRD# 299798) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.