Model Wealth

CRD 299798 · $318.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299798
SEC number: 801-117301
Firm type: RIA
Assets under management: $318.2M as of May 5, 2026
Website: www.facebook.com/pg/modelwealth/events ↗
Phone: (630) 381-1170
Address: Not yet retrieved from the source record

Advisors at this firm

5 in our index · page 1 of 1

Randall Thomas BrunsCRD 4416255 · Wheaton, IL

IA RegisteredRegistration inactive
Chad Douglas NolteCRD 8133096 · Naperville, IL

IA Registered
Alex C OffermanCRD 6263464 · Wheaton, IL

IA Registered
Donovan Julian SanchezCRD 6594768 · Wheaton, IL

IA RegisteredRegistration inactive
Anna Leigh ThornburgCRD 6482378 · Wheaton, IL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.