Modern Wealth Advisors Inc. is a wealth management firm that provides financial planning services to individuals, families, small business owners and senior executives. We aim to help our clients attain financial freedom by providing quality advice, cutting-edge solutions, and personalized service. With over 20 years of collective advisory experience, our clients are both the up and coming, and the established and seasoned. Our mission is to help client's manage life's milestones. No matter what stage you are in life, our goal is to help you accumulate wealth, protect wealth, and build a legacy so you and your family can pursue your dreams. We are dedicated to the highest ethical standards and are committed to building long-term relationships founded on mutual trust and respect. We continuously strive to position our clients to achieve maximum financial security and independence by approaching wealth management with a balanced focus on the three pillars of stability, leadership, and innovation. Please refer to our website for a list of states in which we are registered to conduct business. Securities and Advisory Services offered through Cantella & Co., Inc., Member FINRA/SIPC. Social media networks are independent organizations and are not affiliated with Cantella & Co., Inc in any way. Views expressed in posts are the current opinion of the author, but not necessarily those of Cantella & Co., Inc. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed.
View Top Employees from Modern Wealth Advisors, Inc.Website | http://www.modernwealth.com |
Revenue | $14 million |
Employees | 4 (4 on RocketReach) |
Founded | 2010 |
Address | 3200 Park Center Drive Ste.260, Costa Mesa, California 92626, US |
Phone | (949) 464-7299 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 5 Million |
Competitors | Covenant Wealth Advisors, Reynolds Wealth Management, Selkirk Wealth Advisors, LLC, Trinitas Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies |
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The Modern Wealth Advisors, Inc. annual revenue was $14 million in 2024.
Christine Tang is the President and Founder of Modern Wealth Advisors, Inc..
4 people are employed at Modern Wealth Advisors, Inc..
Modern Wealth Advisors, Inc. is based in Costa Mesa, California.
The NAICS codes for Modern Wealth Advisors, Inc. are [52393, 523, 5239, 52].
The SIC codes for Modern Wealth Advisors, Inc. are [628, 62].