MODEL WEALTH , INC.
DBA: MODEL WEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $318.2M |
| Discretionary | $314.5M99% of AUM |
| Non-Discretionary | $3.7M |
| Client Accounts | 622 |
| Avg Account Size | $512K |
| Employees | 5 |
| Peak AUM | $318.2MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $318M | +11.2% | +23.6% | +17.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $318.2M |
| Discretionary | $314.5M |
| Employees | 5 |
| Client Accounts | 622 |
| Client Range | 101-250 |
Contact & Location
Phone
(630) 381-1170
Filing History
18 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$314M
98.8% of AUM
Non-Discretionary
$4M
1.2% of AUM
Disc. mix ▲ 0.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported