MODEL WEALTH

Legal name: MODEL WEALTH , INC.

CRD 299798File 801-117301

APPROVED

Retail clients

Filing as of May 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$318.2M

Below cohort median (national)

Discretionary AUM

$314.5M

Non-discretionary $3.7M

Clients

159

622 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Sep 6, 2019
Principal office: Not reported
Phone: (630) 381-1170
Website: https://www.facebook.com/pg/modelwealth/events/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $318.2M
Discretionary AUM: $314.5M
Non-discretionary AUM: $3.7M
Discretionary accounts: 617
Non-discretionary accounts: 5
Total accounts: 622
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$915
High net worth individuals	94	$298.6M
Individuals (other than high net worth individuals)	63	$19.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.