MDRN Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$72,489,068
Clients
87
23% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
87
Very HighAverage account size
$833,208
About
MDRN Wealth provides portfolio management and financial planning primarily to individual and high‑net‑worth clients, preparing tailored investment policy statements and offering both one‑time and ongoing planning engagements. The firm also coordinates estate‑planning services through a third‑party provider and offers separate, fixed‑price estate plan packages.
MDRN seeks discretionary authority for many accounts and combines fundamental analysis with modern portfolio theory, using long‑term strategies and options trading (including covered and uncovered strategies) as part of its investment toolkit. The firm relies on third‑party platforms and managers — including model marketplaces and managed account services from Altruist and Charles Schwab — and uses a fintech provider (Pontera) to manage held‑away retirement and education accounts.
Compared with peers of similar scale, MDRN leans more heavily on external model and managed‑account platforms while also providing partner‑delivered estate plans and a formal pro‑bono financial literacy program with a state corrections reentry initiative. The firm discloses a policy of not aggregating block trades and limits the availability of certain planning services in specific states, which may affect execution and service access relative to other advisors.
Client services
Financial planning
Portfolio management
Consulting services
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees: One-time comprehensive plan $1,000 to $10,000; Estate planning services from $250 to $1,900
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.25%
Fee-only: One-time financial planning fees: $1,000 to $10,000 (negotiated); Ongoing comprehensive financial planning fee: $10,000 annually, billed quarterly; Estate planning fees ranging from $250 to $1,900 depending on service
Main office location
MDRN Wealth
606 Venice Blvd, Ste 107
Venice CA 90291, United States
Number of offices
1
Most active in
MDRN Wealth has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Florida · Louisiana · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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